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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140 hedge funds and large institutions have $256M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$4.83M
2
Bank of America
Bank of America
North Carolina
$23.9M
3
LPT
Legacy Private Trust
Wisconsin
$3.63M
4
CIA
Covington Investment Advisors
Pennsylvania
$1.76M
5
MA
MCF Advisors
Kentucky
$533K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$12.5M
2
Stifel Financial
Stifel Financial
Missouri
$2.29M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$4.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$26.4M +$229K +8,844 +0.9%
Bank of America
2
Bank of America
North Carolina
$23.9M +$1.64M +63,338 +7%
Wells Fargo
3
Wells Fargo
California
$15.1M -$1.7M -65,554 -10%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M -$6.23M -240,517 -33%
LIM
5
Leavell Investment Management
Alabama
$10M -$1.22M -47,190 -11%
GA
6
Gateway Advisory
New Jersey
$8.23M -$297K -11,476 -3%
LPL Financial
7
LPL Financial
California
$6.8M +$192K +7,407 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.15M -$181K -6,990 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.82M -$2.45M -94,694 -30%
SWM
10
Spire Wealth Management
Virginia
$5.71M -$170K -6,556 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.83M +$3.44M +132,850 +249%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$4.65M -$2.63M -101,737 -36%
SCA
13
Stonebridge Capital Advisors
Minnesota
$4.54M +$4.59K +177 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.4M +$224K +8,641 +5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.39M -$170K -6,564 -4%
Truist Financial
16
Truist Financial
North Carolina
$4.33M +$319K +12,307 +8%
LNC
17
Lincoln National Corp
Pennsylvania
$4.13M +$469K +18,084 +13%
UCFA
18
United Capital Financial Advisors
Texas
$4.04M -$202K -7,795 -5%
LPT
19
Legacy Private Trust
Wisconsin
$3.63M +$868K +33,476 +31%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.52M -$2.52M -97,399 -42%
Mariner
21
Mariner
Kansas
$3.48M +$45.2K +1,743 +1%
UBS Group
22
UBS Group
Switzerland
$3.18M -$1.74M -67,273 -35%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.04M -$230K -2,186 -7%
SCG
24
Sonata Capital Group
Washington
$2.82M -$22.2K -855 -0.8%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.69M -$324K -12,491 -11%
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