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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99 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$16.5M
2
Jane Street
Jane Street
New York
$1.17M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.1M
4
CDIA
Capital Directions Investment Advisors
Georgia
$739K
5
NA
NewEdge Advisors
Louisiana
$3.57M

Top Sellers

1
FAAS
First Allied Advisory Services
California
$0
2
VCM
Vivaldi Capital Management
Illinois
$0
3
OIA
OneDigital Investment Advisors
Kansas
$0
4
CIM
Confluence Investment Management
Missouri
$6.73M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$24.3M +$256K +9,795 +1%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M +$312K +11,938 +2%
Morgan Stanley
3
Morgan Stanley
New York
$16.5M +$1.54M +58,996 +10%
Bank of America
4
Bank of America
North Carolina
$11.7M -$300K -11,485 -3%
UBS Group
5
UBS Group
Switzerland
$11.4M -$120K -4,596 -1%
Wells Fargo
6
Wells Fargo
California
$7.56M +$33.8K +1,294 +0.4%
CIM
7
Confluence Investment Management
Missouri
$6.73M -$345K -13,195 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.53M +$359K +13,741 +6%
LNC
9
Lincoln National Corp
Pennsylvania
$6.15M +$551K +21,084 +10%
GA
10
Gateway Advisory
New Jersey
$5.81M +$222K +8,500 +4%
UCFA
11
United Capital Financial Advisors
Texas
$5.48M +$561K +21,491 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.41M +$525K +20,093 +11%
FFW
13
Fusion Family Wealth
New York
$5.25M +$41K +1,571 +0.8%
LIM
14
Leavell Investment Management
Alabama
$4.98M +$224K +8,565 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.82M +$278K +10,649 +6%
NA
16
NewEdge Advisors
Louisiana
$3.57M +$675K +25,855 +23%
LPL Financial
17
LPL Financial
California
$3.57M +$313K +11,965 +10%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.1M +$924K +35,376 +43%
PAG
19
Private Advisor Group
New Jersey
$2.84M +$536K +20,522 +23%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.66M +$460K +17,618 +21%
SCA
21
Stonebridge Capital Advisors
Minnesota
$2.12M +$220K +8,434 +12%
Mariner
22
Mariner
Kansas
$2.04M +$432K +16,535 +27%
RJA
23
Raymond James & Associates
Florida
$1.95M +$182K +6,956 +10%
FC
24
Ferris Capital
Massachusetts
$1.94M +$289K +11,060 +18%
MAS
25
Managed Account Services
Florida
$1.7M +$100K +3,840 +6%
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