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

121 hedge funds and large institutions have $244M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
18
Closed
5
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
+$226K

Top Buyers

1
CIM
Confluence Investment Management
Missouri
$6.73M
2
EC
Estate Counselors
Wisconsin
$2.81M
3
Bank of America
Bank of America
North Carolina
$16.5M
4
EWA
EP Wealth Advisors
California
$1.26M
5
Wells Fargo
Wells Fargo
California
$9.5M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$463K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.11M
4
FC
Ferris Capital
Massachusetts
$1.75M
5
US Bancorp
US Bancorp
Minnesota
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$23.7M -$366K -14,001 -2%
Morgan Stanley
2
Morgan Stanley
New York
$20.7M +$379K +14,478 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.7M +$391K +14,963 +2%
Bank of America
4
Bank of America
North Carolina
$16.5M +$1.9M +72,538 +13%
UBS Group
5
UBS Group
Switzerland
$10.8M -$296K -11,304 -3%
Wells Fargo
6
Wells Fargo
California
$9.5M +$1.21M +46,166 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.92M +$141K +5,375 +2%
CIM
8
Confluence Investment Management
Missouri
$6.73M +$3.32M +127,225 +97%
UCFA
9
United Capital Financial Advisors
Texas
$6.5M +$24.6K +940 +0.4%
LNC
10
Lincoln National Corp
Pennsylvania
$6.22M +$54.3K +2,076 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.06M -$296K -11,310 -5%
GA
12
Gateway Advisory
New Jersey
$6.03M +$175K +6,698 +3%
LIM
13
Leavell Investment Management
Alabama
$5.88M +$340K +13,000 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.53M +$583K +22,299 +12%
FFW
15
Fusion Family Wealth
New York
$5.18M +$124K +4,728 +2%
LPL Financial
16
LPL Financial
California
$4.95M +$401K +15,317 +9%
AssetMark Inc
17
AssetMark Inc
California
$4.71M +$900K +34,384 +24%
NA
18
NewEdge Advisors
Louisiana
$4.11M +$376K +14,376 +10%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.11M -$425K -16,248 -12%
EC
20
Estate Counselors
Wisconsin
$2.81M +$2.81M +107,415 New
SCA
21
Stonebridge Capital Advisors
Minnesota
$2.78M +$322K +12,315 +13%
PAG
22
Private Advisor Group
New Jersey
$2.7M -$303K -11,598 -10%
Mariner
23
Mariner
Kansas
$2.61M +$158K +6,052 +6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$70.3K +2,687 +3%
Stifel Financial
25
Stifel Financial
Missouri
$2.18M +$796K +30,404 +58%
1
2 3 4 5