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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128 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$11M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.5M
3
US Bancorp
3
US Bancorp
Minnesota
$14.2M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$1.04M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.38M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.65M
2
Jane Street
2
Jane Street
New York
$2.71M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.75M
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
CSPAM
5
Cary Street Partners Asset Management
Virginia
$753K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 619,126 -29,341 -5%
Wells Fargo
2
Wells Fargo
California
$14.8M 577,564 -82,637 -13%
US Bancorp
3
US Bancorp
Minnesota
$14.2M 555,408 +42,837 +8%
Bank of America
4
Bank of America
North Carolina
$13.4M 521,812 -65,598 -11%
SCA
5
Stonebridge Capital Advisors
Minnesota
$11M 430,091 +213,661 +99%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.5M 370,614 +189,284 +104%
LIM
7
Leavell Investment Management
Alabama
$9.44M 366,972 – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.89M 307,514 +7,580 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.38M 287,563 +33,443 +13%
GA
10
Gateway Advisory
New Jersey
$5.08M 198,261 -1,919 -1%
PAG
11
Private Advisor Group
New Jersey
$4.47M 174,112 -4,983 -3%
Mariner
12
Mariner
Kansas
$4.45M 173,632 -5,975 -3%
LPL Financial
13
LPL Financial
California
$4.45M 173,488 -17,129 -9%
UCFA
14
United Capital Financial Advisors
Texas
$4.19M 163,531 -1,975 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.63M 141,442 -7,735 -5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.34M 130,001 -5,863 -4%
LPT
17
Legacy Private Trust
Wisconsin
$3.3M 128,788 +6,388 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.23M 125,865 +16,874 +15%
BOPW
19
Brandywine Oak Private Wealth
Pennsylvania
$2.86M 111,583 -19,135 -15%
PFM
20
Phillips Financial Management
Indiana
$2.83M 110,229 – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.75M 107,117 -91,996 -46%
Jane Street
22
Jane Street
New York
$2.71M 105,830 -125,936 -54%
UBS Group
23
UBS Group
Switzerland
$2.65M 103,481 -179,969 -63%
SPA
24
Sentinel Pension Advisors
Massachusetts
$2.32M 90,640 +1,114 +1%
W
25
Wealthquest
Ohio
$2.21M 86,274 -30,566 -26%
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