IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Overview Fund Activity
Delisted

IBMK was delisted on the 1st of December, 2022.

Back to rankings

67 hedge funds and large institutions have $124M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$9.76M
2
US Bancorp
US Bancorp
Minnesota
$20M
3
Morgan Stanley
Morgan Stanley
New York
$5.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$3.75M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M

Top Sellers

1
VCM
Vigilant Capital Management
Maine
$1.3M
2
LNC
Lincoln National Corp
Pennsylvania
$4.37M
3
Wells Fargo
Wells Fargo
California
$6.39M
4
Jane Street
Jane Street
New York
$2.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$602K +$54.6K +2,142 +10%
Mariner
27
Mariner
Kansas
$596K +$91K +3,565 +18%
APP
28
Avantax Planning Partners
Iowa
$587K +$587K +23,013 New
Stifel Financial
29
Stifel Financial
Missouri
$570K +$570K +22,202 New
DP
30
Denver PWM
Colorado
$565K -$56.4K -2,218 -9%
AWM
31
Altium Wealth Management
New York
$509K +$143K +5,627 +39%
RFC
32
Regions Financial Corp
Alabama
$500K -$82.7K -3,241 -14%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$499K +$25.5K +1,000 +5%
RJA
34
Raymond James & Associates
Florida
$496K +$295K +11,595 +147%
CIC
35
Carnegie Investment Counsel
Ohio
$429K -$19.1K -750 -4%
MAS
36
Managed Account Services
Florida
$355K – – –
AFP
37
Ausdal Financial Partners
Iowa
$350K +$16.6K +650 +5%
LFAS
38
Level Four Advisory Services
Texas
$349K – – –
GLA
39
Great Lakes Advisors
Illinois
$347K -$2.68K -105 -0.8%
MWM
40
Meridian Wealth Management
Kentucky
$328K – – –
PAG
41
Private Advisor Group
New Jersey
$314K -$490K -19,236 -61%
PWM
42
Paulson Wealth Management
Illinois
$312K +$74.6K +2,930 +31%
APA
43
American Portfolios Advisors
New York
$300K +$87.8K +3,445 +41%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$286K +$286K +11,198 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$277K -$12.8K -500 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$275K +$19.1K +750 +7%
VA
47
Valmark Advisers
Ohio
$275K +$56K +2,191 +26%
DC
48
Davenport & Co
Virginia
$271K +$12.8K +500 +5%
CG
49
Colony Group
Massachusetts
$263K -$25.5K -1,000 -9%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$254K -$38.2K -1,500 -13%
1
2
3