IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Overview Fund Activity
Delisted

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

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71 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
41
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.2M
2
Bank of America
Bank of America
North Carolina
$9.57M
3
CIC
Carnegie Investment Counsel
Ohio
$2.02M
4
Wells Fargo
Wells Fargo
California
$7.53M
5
LIM
Leavell Investment Management
Alabama
$3.51M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
$4.62M
2
ADL
Asset Dedication LLC
California
$785K
3
BA
BKS Advisors
Michigan
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$23.3M +$597K +23,497 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$16.6M +$252K +9,928 +2%
UBS Group
3
UBS Group
Switzerland
$9.89M +$357K +14,052 +4%
Bank of America
4
Bank of America
North Carolina
$9.57M +$2.43M +95,801 +34%
Morgan Stanley
5
Morgan Stanley
New York
$7.63M +$869K +34,208 +13%
Wells Fargo
6
Wells Fargo
California
$7.53M +$1.07M +42,126 +17%
GA
7
Gateway Advisory
New Jersey
$6.11M +$227K +8,920 +4%
UCFA
8
United Capital Financial Advisors
Texas
$5.43M -$481K -18,936 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.2M +$5.2M +204,599 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.15M +$914K +35,972 +22%
FFW
11
Fusion Family Wealth
New York
$5.12M +$62.8K +2,471 +1%
LNC
12
Lincoln National Corp
Pennsylvania
$5.08M +$674K +26,523 +15%
CIM
13
Confluence Investment Management
Missouri
$4.62M -$2.28M -89,836 -33%
LIM
14
Leavell Investment Management
Alabama
$3.51M +$945K +37,175 +37%
LPL Financial
15
LPL Financial
California
$2.47M +$388K +15,264 +19%
CIC
16
Carnegie Investment Counsel
Ohio
$2.02M +$1.54M +61,055 +323%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.7M -$94K -3,700 -5%
Jane Street
18
Jane Street
New York
$1.66M +$705K +27,744 +74%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.63M +$89.6K +3,528 +6%
PAG
20
Private Advisor Group
New Jersey
$1.53M +$393K +15,453 +35%
FPS
21
Fieldpoint Private Securities
Connecticut
$1.39M – – –
Stifel Financial
22
Stifel Financial
Missouri
$1.25M +$353K +13,854 +39%
MAS
23
Managed Account Services
Florida
$1.16M +$249K +9,835 +27%
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$1.11M – – –
BA
25
Boston Advisors
Massachusetts
$1.1M +$19.9K +782 +2%
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