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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145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$3.37M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.37M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
BF
BOK Financial
Oklahoma
+$1.3M
5
LPT
Legacy Private Trust
Wisconsin
+$1.09M

Top Sellers

1
RFC
Regions Financial Corp
Alabama
-$2.4M
2
Morgan Stanley
Morgan Stanley
New York
-$1.67M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$926K
5
PAG
Private Advisor Group
New Jersey
-$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$26.3M +$479K +18,365 +2%
Bank of America
2
Bank of America
North Carolina
$22.3M +$1.39M +53,351 +7%
Morgan Stanley
3
Morgan Stanley
New York
$18.9M -$1.67M -63,924 -8%
Wells Fargo
4
Wells Fargo
California
$16.9M +$167K +6,408 +1%
LIM
5
Leavell Investment Management
Alabama
$11.3M +$261K +10,000 +2%
GA
6
Gateway Advisory
New Jersey
$8.58M +$3.37M +129,469 +65%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.32M +$16.3K +625 +0.2%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$7.33M +$189K +7,255 +3%
LPL Financial
9
LPL Financial
California
$6.64M +$371K +14,218 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.36M +$5.6K +215 +0.1%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$6.08M +$334K +12,798 +6%
SWM
12
Spire Wealth Management
Virginia
$5.92M +$139K +5,345 +2%
Stifel Financial
13
Stifel Financial
Missouri
$5.15M -$41.2K -1,581 -0.8%
UBS Group
14
UBS Group
Switzerland
$4.95M +$27.1K +1,041 +0.6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.59M +$2.37M +90,863 +107%
SCA
16
Stonebridge Capital Advisors
Minnesota
$4.56M +$77.3K +2,967 +2%
UCFA
17
United Capital Financial Advisors
Texas
$4.26M -$28.7K -1,103 -0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.2M -$39.1K -1,502 -0.9%
Truist Financial
19
Truist Financial
North Carolina
$4.03M +$229K +8,787 +6%
LNC
20
Lincoln National Corp
Pennsylvania
$3.68M +$178K +6,835 +5%
Mariner
21
Mariner
Kansas
$3.45M +$375K +14,385 +12%
PAG
22
Private Advisor Group
New Jersey
$3.2M -$808K -31,017 -20%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M -$258K -9,916 -8%
SCG
24
Sonata Capital Group
Washington
$2.86M -$44.6K -1,710 -2%
LPT
25
Legacy Private Trust
Wisconsin
$2.77M +$1.09M +42,010 +65%
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