IBMJ

iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ

Overview Fund Activity
Delisted

IBMJ was delisted on the 1st of December, 2021.

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99 hedge funds and large institutions have $164M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.44M
2
W
2
Wealthquest
Ohio
$3.92M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.62M
4
AssetMark Inc
4
AssetMark Inc
California
$4.96M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.58M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CIC
2
Carnegie Investment Counsel
Ohio
$1.65M
3
LNC
3
Lincoln National Corp
Pennsylvania
$2.27M
4
Wells Fargo
4
Wells Fargo
California
$7.56M
5
UCFA
5
United Capital Financial Advisors
Texas
$4.84M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$13.3M 522,354 +9,601 +2%
UBS Group
2
UBS Group
Switzerland
$10.1M 395,669 -4,666 -1%
Bank of America
3
Bank of America
North Carolina
$9.84M 386,744 +87,553 +29%
Morgan Stanley
4
Morgan Stanley
New York
$9.78M 384,505 +9,660 +3%
Wells Fargo
5
Wells Fargo
California
$7.56M 296,942 -33,260 -10%
GA
6
Gateway Advisory
New Jersey
$6.27M 246,415 +4,418 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.58M 219,102 +87,824 +67%
SEIA
8
Signature Estate & Investment Advisors
California
$5.44M 213,777 +213,777 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.41M 212,738 +2,838 +1%
AssetMark Inc
10
AssetMark Inc
California
$4.96M 194,904 +97,799 +101%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.9M 192,664 -13,462 -7%
UCFA
12
United Capital Financial Advisors
Texas
$4.84M 190,130 -24,960 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.75M 186,966 +7,615 +4%
CIM
14
Confluence Investment Management
Missouri
$4.72M 185,610 +762 +0.4%
LIM
15
Leavell Investment Management
Alabama
$4.59M 180,467 +20,535 +13%
W
16
Wealthquest
Ohio
$3.92M 153,877 +153,877 New
PAG
17
Private Advisor Group
New Jersey
$3.8M 149,186 +62,117 +71%
LPT
18
Legacy Private Trust
Wisconsin
$3.62M 142,260 +142,260 New
LPL Financial
19
LPL Financial
California
$3.22M 126,600 -4,780 -4%
RJA
20
Raymond James & Associates
Florida
$2.86M 112,238 +6,130 +6%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.58M 101,275 +27,818 +38%
LNC
22
Lincoln National Corp
Pennsylvania
$2.27M 89,192 -46,946 -34%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.68M 65,957 +59,098 +862%
CIC
24
Carnegie Investment Counsel
Ohio
$1.65M 64,728 -47,155 -42%
PFM
25
Phillips Financial Management
Indiana
$1.65M 64,694 +64,694 New
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