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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146 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.9M
2
EWA
EP Wealth Advisors
California
$1.98M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$5.68M
4
DCM
Donaldson Capital Management
Indiana
$1.44M
5
ACM
Azimuth Capital Management
Michigan
$870K

Top Sellers

1
PI
PFS Investments
Georgia
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.05M
3
PFM
Phillips Financial Management
Indiana
$1.32M
4
Jane Street
Jane Street
New York
$0
5
US Bancorp
US Bancorp
Minnesota
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$26.7M -$437K -16,563 -2%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M +$707K +26,813 +3%
Wells Fargo
3
Wells Fargo
California
$15.9M +$3.03M +114,934 +24%
Bank of America
4
Bank of America
North Carolina
$15.6M +$813K +30,830 +6%
LIM
5
Leavell Investment Management
Alabama
$9.63M +$784K +29,750 +9%
UBS Group
6
UBS Group
Switzerland
$9.52M -$83.7K -3,176 -0.9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.26M +$525K +19,918 +9%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.2M +$173K +6,551 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.84M +$758K +28,762 +15%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$5.68M +$1.97M +74,918 +53%
LPL Financial
11
LPL Financial
California
$5.46M +$87.5K +3,321 +2%
GA
12
Gateway Advisory
New Jersey
$5.39M +$145K +5,498 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.05M -$1.13M -42,754 -18%
SCA
14
Stonebridge Capital Advisors
Minnesota
$4.59M +$189K +7,169 +4%
UCFA
15
United Capital Financial Advisors
Texas
$4.43M -$223K -8,453 -5%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.87M +$74.4K +2,822 +2%
CIM
17
Confluence Investment Management
Missouri
$3.61M -$11.6K -439 -0.3%
PAG
18
Private Advisor Group
New Jersey
$3.56M +$631K +23,942 +22%
LNC
19
Lincoln National Corp
Pennsylvania
$3.4M -$75.5K -2,866 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.03M +$792K +30,029 +35%
PWM
21
Praetorian Wealth Management
California
$3.02M -$95.1K -3,608 -3%
EC
22
Estate Counselors
Wisconsin
$3M -$13.2K -500 -0.4%
Mariner
23
Mariner
Kansas
$2.93M +$336K +12,748 +13%
SCG
24
Sonata Capital Group
Washington
$2.72M +$497K +18,857 +22%
CIAS
25
CFS Investment Advisory Services
New Jersey
$2.44M +$2.44M +92,624 New
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