IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

IBMK was delisted on the 1st of December, 2022.

153 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
48
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$25.9M -$820K -31,126 -3%
Morgan Stanley
2
Morgan Stanley
New York
$21.4M -$3.02M -114,856 -12%
Wells Fargo
3
Wells Fargo
California
$17.6M +$1.65M +62,792 +10%
Bank of America
4
Bank of America
North Carolina
$16.4M +$778K +29,549 +5%
LIM
5
Leavell Investment Management
Alabama
$10.2M +$571K +21,665 +6%
UBS Group
6
UBS Group
Switzerland
$9.66M +$149K +5,656 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.07M +$1.23M +46,816 +21%
SWM
8
Spire Wealth Management
Virginia
$6.8M +$6.8M +258,015 New
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$6.42M +$747K +28,374 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.83M -$418K -15,854 -7%
LPL Financial
11
LPL Financial
California
$5.45M -$4.08K -155 -0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.43M +$389K +14,768 +8%
GA
13
Gateway Advisory
New Jersey
$5.2M -$190K -7,196 -4%
Stifel Financial
14
Stifel Financial
Missouri
$5.07M +$3.25M +123,553 +179%
Mariner
15
Mariner
Kansas
$4.62M +$1.69M +64,297 +58%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$4.45M +$1.43M +54,106 +47%
SCA
17
Stonebridge Capital Advisors
Minnesota
$4.43M -$153K -5,826 -3%
UCFA
18
United Capital Financial Advisors
Texas
$4.26M -$157K -5,953 -4%
RFC
19
Regions Financial Corp
Alabama
$3.78M +$2.5M +94,892 +195%
PAG
20
Private Advisor Group
New Jersey
$3.55M -$15.1K -572 -0.4%
LNC
21
Lincoln National Corp
Pennsylvania
$3.5M +$95.7K +3,635 +3%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.37M -$500K -18,993 -13%
EC
23
Estate Counselors
Wisconsin
$3.25M +$252K +9,550 +8%
PWM
24
Praetorian Wealth Management
California
$2.9M -$123K -4,680 -4%
SCG
25
Sonata Capital Group
Washington
$2.77M +$47.7K +1,810 +2%