IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

149 hedge funds and large institutions have $271M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$25.4M -$379K -14,415 -1%
Morgan Stanley
2
Morgan Stanley
New York
$21.4M +$109K +4,167 +0.5%
Bank of America
3
Bank of America
North Carolina
$17.7M +$1.41M +53,535 +9%
Wells Fargo
4
Wells Fargo
California
$16.7M -$840K -32,002 -5%
LIM
5
Leavell Investment Management
Alabama
$10.2M
SCA
6
Stonebridge Capital Advisors
Minnesota
$8.98M +$4.56M +173,308 +103%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.69M +$639K +24,351 +9%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$6.8M +$399K +15,197 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.23M +$416K +15,825 +7%
SWM
10
Spire Wealth Management
Virginia
$6.02M -$756K -28,771 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.94M +$525K +20,005 +10%
UBS Group
12
UBS Group
Switzerland
$5.72M -$3.92M -149,165 -41%
LPL Financial
13
LPL Financial
California
$5.5M +$67.8K +2,581 +1%
GA
14
Gateway Advisory
New Jersey
$5.14M -$45.9K -1,749 -0.9%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$4.86M +$429K +16,339 +10%
Mariner
16
Mariner
Kansas
$4.52M -$82.8K -3,154 -2%
UCFA
17
United Capital Financial Advisors
Texas
$4.2M -$53.8K -2,049 -1%
RFC
18
Regions Financial Corp
Alabama
$3.85M +$81.7K +3,111 +2%
LNC
19
Lincoln National Corp
Pennsylvania
$3.77M +$284K +10,802 +8%
Stifel Financial
20
Stifel Financial
Missouri
$3.74M -$1.32M -50,301 -26%
PAG
21
Private Advisor Group
New Jersey
$3.5M -$38K -1,449 -1%
EC
22
Estate Counselors
Wisconsin
$3.36M +$124K +4,730 +4%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.27M -$90K -3,426 -3%
SCG
24
Sonata Capital Group
Washington
$2.83M +$70.9K +2,700 +3%
PWM
25
Praetorian Wealth Management
California
$2.77M -$114K -4,350 -4%