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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128 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
51
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
$12.1M
2
Wells Fargo
Wells Fargo
California
$10.3M
3
LIM
Leavell Investment Management
Alabama
$7.98M
4
US Bancorp
US Bancorp
Minnesota
$25.2M
5
LPT
Legacy Private Trust
Wisconsin
$880K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$438K
3
FFW
Fusion Family Wealth
New York
$407K
4
UBS Group
UBS Group
Switzerland
$10.4M
5
EWA
EP Wealth Advisors
California
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$25.2M +$1.23M +46,488 +5%
Morgan Stanley
2
Morgan Stanley
New York
$18.4M -$465K -17,584 -2%
Bank of America
3
Bank of America
North Carolina
$14.7M +$299K +11,329 +2%
GHA
4
GW Henssler & Associates
Georgia
$12.1M +$12.1M +457,237 New
UBS Group
5
UBS Group
Switzerland
$10.4M -$2.62M -99,302 -20%
Wells Fargo
6
Wells Fargo
California
$10.3M +$2.16M +81,565 +26%
LIM
7
Leavell Investment Management
Alabama
$7.98M +$1.59M +60,131 +25%
AssetMark Inc
8
AssetMark Inc
California
$6.19M +$312K +11,828 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.14M +$574K +21,738 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.85M -$713K -26,979 -11%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.75M +$165K +6,251 +3%
GA
12
Gateway Advisory
New Jersey
$5.18M -$917K -34,719 -15%
LPL Financial
13
LPL Financial
California
$4.98M +$172K +6,519 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.8M -$423K -16,017 -8%
UCFA
15
United Capital Financial Advisors
Texas
$4.69M -$379K -14,338 -7%
SCA
16
Stonebridge Capital Advisors
Minnesota
$4.08M +$364K +13,769 +10%
CIM
17
Confluence Investment Management
Missouri
$3.57M -$101K -3,806 -3%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.51M +$3.51M +132,852 New
LNC
19
Lincoln National Corp
Pennsylvania
$3.28M -$683K -25,861 -17%
PWM
20
Praetorian Wealth Management
California
$2.96M +$2.96M +112,102 New
EC
21
Estate Counselors
Wisconsin
$2.92M +$50.5K +1,910 +2%
Mariner
22
Mariner
Kansas
$2.83M +$441K +16,707 +18%
PAG
23
Private Advisor Group
New Jersey
$2.64M -$72.3K -2,735 -3%
PFM
24
Phillips Financial Management
Indiana
$2.45M +$374K +14,149 +18%
CTC
25
Central Trust Company
Missouri
$2.3M +$378K +14,315 +20%
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