IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
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
$26M +$623K +23,784 +2%
Bank of America
2
Bank of America
North Carolina
$21M +$3.38M +129,055 +19%
Morgan Stanley
3
Morgan Stanley
New York
$20.6M -$729K -27,859 -3%
Wells Fargo
4
Wells Fargo
California
$16.8M +$231K +8,820 +1%
LIM
5
Leavell Investment Management
Alabama
$11.1M +$974K +37,206 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.34M +$676K +25,812 +9%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$7.17M +$392K +14,966 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.39M +$173K +6,627 +3%
LPL Financial
9
LPL Financial
California
$6.3M +$816K +31,161 +15%
SWM
10
Spire Wealth Management
Virginia
$5.8M -$198K -7,567 -3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$5.77M +$922K +35,214 +19%
GA
12
Gateway Advisory
New Jersey
$5.23M +$105K +4,015 +2%
Stifel Financial
13
Stifel Financial
Missouri
$5.22M +$1.49M +56,942 +40%
UBS Group
14
UBS Group
Switzerland
$4.95M -$749K -28,595 -13%
SCA
15
Stonebridge Capital Advisors
Minnesota
$4.5M -$4.44M -169,656 -50%
UCFA
16
United Capital Financial Advisors
Texas
$4.31M +$125K +4,760 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.26M -$1.66M -63,431 -28%
PAG
18
Private Advisor Group
New Jersey
$4.02M +$537K +20,500 +15%
RFC
19
Regions Financial Corp
Alabama
$3.89M +$57.4K +2,192 +1%
Truist Financial
20
Truist Financial
North Carolina
$3.82M +$1.47M +56,048 +62%
LNC
21
Lincoln National Corp
Pennsylvania
$3.52M -$243K -9,288 -6%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.31M +$46.9K +1,792 +1%
Mariner
23
Mariner
Kansas
$3.09M -$1.42M -54,081 -31%
SCG
24
Sonata Capital Group
Washington
$2.92M +$94.1K +3,595 +3%
PFM
25
Phillips Financial Management
Indiana
$2.63M