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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123 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.42M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.5M
4
P
4
Paradiem
Louisiana
$1.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.71M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$14.9M
2
PFM
2
Phillips Financial Management
Indiana
$1.58M
3
UBS Group
3
UBS Group
Switzerland
$7.74M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
WI
5
WrapManager Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.5M 677,523 +62,330 +10%
Wells Fargo
2
Wells Fargo
California
$16.1M 624,451 +111,439 +22%
Bank of America
3
Bank of America
North Carolina
$15M 581,776 +33,935 +6%
US Bancorp
4
US Bancorp
Minnesota
$14.9M 579,390 -55,268 -9%
LIM
5
Leavell Investment Management
Alabama
$9.13M 354,162 +16,695 +5%
UBS Group
6
UBS Group
Switzerland
$7.74M 300,334 -33,879 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.71M 299,092 +43,460 +17%
SCA
8
Stonebridge Capital Advisors
Minnesota
$6.32M 245,145 +18,873 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.65M 219,100 +16,613 +8%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.39M 209,234 +16,831 +9%
GA
11
Gateway Advisory
New Jersey
$5.35M 207,363 +3,935 +2%
LPL Financial
12
LPL Financial
California
$5.06M 196,429 +4,015 +2%
PAG
13
Private Advisor Group
New Jersey
$4.65M 180,269 +17,045 +10%
UCFA
14
United Capital Financial Advisors
Texas
$4.42M 171,582 -8,829 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.4M 170,843 -1,268 -0.7%
Mariner
16
Mariner
Kansas
$3.75M 145,637 +19,311 +15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.68M 142,618 +37,857 +36%
LPT
18
Legacy Private Trust
Wisconsin
$3.16M 122,400 – –
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$3.13M 121,561 +10,668 +10%
W
20
Wealthquest
Ohio
$3.06M 118,599 +40 +0%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.73M 105,597 +36,374 +53%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.59M 100,418 +1,944 +2%
CIAS
23
CFS Investment Advisory Services
New Jersey
$2.42M 93,701 +93,701 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.39M 92,826 +25,619 +38%
BPA
25
Beacon Pointe Advisors
California
$2.25M 87,341 +162 +0.2%
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