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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127 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2021 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.01M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.66M
3
FC
3
Ferris Capital
Massachusetts
$1.32M
4
AWM
4
Apollon Wealth Management
South Carolina
$1.15M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.47M

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$5.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.03M
3
Wells Fargo
3
Wells Fargo
California
$12.3M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
Mariner
5
Mariner
Kansas
$3.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.3M 597,990 -21,136 -3%
US Bancorp
2
US Bancorp
Minnesota
$14.4M 561,385 +5,977 +1%
Bank of America
3
Bank of America
North Carolina
$13.7M 537,142 +15,330 +3%
Wells Fargo
4
Wells Fargo
California
$12.3M 480,859 -96,705 -17%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.53M 333,575 -37,039 -10%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.47M 331,162 +43,599 +15%
LIM
7
Leavell Investment Management
Alabama
$8.28M 323,828 -43,144 -12%
PAG
8
Private Advisor Group
New Jersey
$5.47M 213,659 +39,547 +23%
SCA
9
Stonebridge Capital Advisors
Minnesota
$5.25M 205,340 -224,751 -52%
GA
10
Gateway Advisory
New Jersey
$5.17M 202,242 +3,981 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.03M 196,708 -110,806 -36%
LPL Financial
12
LPL Financial
California
$5.02M 196,076 +22,588 +13%
UCFA
13
United Capital Financial Advisors
Texas
$4.31M 168,423 +4,892 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.44M 134,411 -7,031 -5%
LPT
15
Legacy Private Trust
Wisconsin
$3.36M 131,488 +2,700 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.19M 124,563 -5,438 -4%
Mariner
17
Mariner
Kansas
$3.12M 122,080 -51,552 -30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.07M 119,807 -6,058 -5%
PFM
19
Phillips Financial Management
Indiana
$2.82M 110,229 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.54M 99,147 -7,970 -7%
BOPW
21
Brandywine Oak Private Wealth
Pennsylvania
$2.18M 85,064 -26,519 -24%
UBS Group
22
UBS Group
Switzerland
$2.05M 79,961 -23,520 -23%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$2.01M 78,690 +78,690 New
PSIWM
24
Paradigm Strategies in Wealth Management
Minnesota
$2.01M 78,525 -214 -0.3%
FPS
25
Fieldpoint Private Securities
Connecticut
$1.78M 69,432 – –
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