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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132 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
59
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$23.9M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.72M
3
Wells Fargo
Wells Fargo
California
$13M
4
US Bancorp
US Bancorp
Minnesota
$27.3M
5
LIM
Leavell Investment Management
Alabama
$8.9M

Top Sellers

1
GHA
GW Henssler & Associates
Georgia
$458K
2
AssetMark Inc
AssetMark Inc
California
$0
3
EWA
EP Wealth Advisors
California
$0
4
UBS Group
UBS Group
Switzerland
$9.65M
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$27.3M +$2.05M +77,187 +8%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$5.42M +204,582 +29%
Bank of America
3
Bank of America
North Carolina
$14.9M +$128K +4,814 +0.9%
Wells Fargo
4
Wells Fargo
California
$13M +$2.59M +97,826 +25%
UBS Group
5
UBS Group
Switzerland
$9.65M -$806K -30,405 -8%
LIM
6
Leavell Investment Management
Alabama
$8.9M +$893K +33,680 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.21M +$51.8K +1,954 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.06M +$294K +11,077 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.76M -$104K -3,910 -2%
LPL Financial
10
LPL Financial
California
$5.4M +$399K +15,054 +8%
GA
11
Gateway Advisory
New Jersey
$5.28M +$81.1K +3,059 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.11M +$300K +11,317 +6%
UCFA
13
United Capital Financial Advisors
Texas
$4.67M -$31.6K -1,194 -0.7%
SCA
14
Stonebridge Capital Advisors
Minnesota
$4.42M +$329K +12,404 +8%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.82M +$298K +11,236 +8%
WSTAM
16
Wilbanks Smith & Thomas Asset Management
Virginia
$3.72M +$2.98M +112,446 +400%
CIM
17
Confluence Investment Management
Missouri
$3.64M +$60.7K +2,289 +2%
LNC
18
Lincoln National Corp
Pennsylvania
$3.5M +$213K +8,019 +6%
PWM
19
Praetorian Wealth Management
California
$3.13M +$162K +6,118 +5%
EC
20
Estate Counselors
Wisconsin
$3.03M +$108K +4,080 +4%
PAG
21
Private Advisor Group
New Jersey
$2.95M +$299K +11,298 +11%
Mariner
22
Mariner
Kansas
$2.6M -$240K -9,043 -8%
PI
23
PFS Investments
Georgia
$2.51M +$462K +17,452 +23%
PFM
24
Phillips Financial Management
Indiana
$2.45M – – –
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.41M +$206K +7,790 +9%
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