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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104 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
51
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.8M
3
Bank of America
Bank of America
North Carolina
+$2.96M
4
GWA
Guidant Wealth Advisors
Illinois
+$1.16M
5
UCFA
United Capital Financial Advisors
Texas
+$985K

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.33M
2
Jane Street
Jane Street
New York
-$1.17M
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$632K
4
ADL
Asset Dedication LLC
California
-$546K
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
$24.1M -$282K -10,805 -1%
Morgan Stanley
2
Morgan Stanley
New York
$20.3M +$3.8M +145,512 +23%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.3M +$30.7K +1,174 +0.2%
Bank of America
4
Bank of America
North Carolina
$14.6M +$2.96M +113,114 +25%
UBS Group
5
UBS Group
Switzerland
$11.1M -$310K -11,860 -3%
Wells Fargo
6
Wells Fargo
California
$8.29M +$722K +27,631 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.77M +$241K +9,202 +4%
UCFA
8
United Capital Financial Advisors
Texas
$6.47M +$985K +37,668 +18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.35M +$935K +35,756 +17%
LNC
10
Lincoln National Corp
Pennsylvania
$6.16M +$3.19K +122 +0.1%
GA
11
Gateway Advisory
New Jersey
$5.85M +$37.9K +1,451 +0.7%
LIM
12
Leavell Investment Management
Alabama
$5.53M +$549K +21,000 +11%
FFW
13
Fusion Family Wealth
New York
$5.05M -$199K -7,597 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.94M +$116K +4,426 +2%
LPL Financial
15
LPL Financial
California
$4.55M +$978K +37,406 +27%
AssetMark Inc
16
AssetMark Inc
California
$3.81M +$3.81M +145,630 New
NA
17
NewEdge Advisors
Louisiana
$3.73M +$154K +5,872 +4%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M +$436K +16,667 +14%
CIM
19
Confluence Investment Management
Missouri
$3.41M -$3.33M -127,225 -49%
PAG
20
Private Advisor Group
New Jersey
$3M +$166K +6,359 +6%
SCA
21
Stonebridge Capital Advisors
Minnesota
$2.45M +$334K +12,790 +16%
Mariner
22
Mariner
Kansas
$2.45M +$404K +15,451 +20%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.44M -$221K -8,447 -8%
FC
24
Ferris Capital
Massachusetts
$2.15M +$205K +7,839 +11%
GWA
25
Guidant Wealth Advisors
Illinois
$1.91M +$1.16M +44,418 +156%
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