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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143 hedge funds and large institutions have $313M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$35.4M
2
NA
NewEdge Advisors
Louisiana
$7.53M
3
Bank of America
Bank of America
North Carolina
$29.5M
4
ACK
Andrew C. Karlinski
$4.74M
5
ADL
Asset Dedication LLC
California
$4.03M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.69M
2
SWM
Spire Wealth Management
Virginia
$4.01M
3
NWM
Northcape Wealth Management
New York
$0
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.05M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$35.4M +$20.3M +781,967 +134%
US Bancorp
2
US Bancorp
Minnesota
$29.5M +$3.09M +119,164 +12%
Bank of America
3
Bank of America
North Carolina
$29.5M +$5.63M +217,234 +24%
Morgan Stanley
4
Morgan Stanley
New York
$14.3M +$1.72M +66,418 +14%
LIM
5
Leavell Investment Management
Alabama
$9.81M -$218K -8,400 -2%
GA
6
Gateway Advisory
New Jersey
$8.22M -$13.6K -526 -0.2%
NA
7
NewEdge Advisors
Louisiana
$7.53M +$6.72M +259,308 +833%
LPL Financial
8
LPL Financial
California
$6.81M +$18K +696 +0.3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.12M +$304K +11,745 +5%
Truist Financial
10
Truist Financial
North Carolina
$6.09M +$1.76M +67,775 +41%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6M -$148K -5,714 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.84M +$15.6K +601 +0.3%
ACK
13
Andrew C. Karlinski
$4.74M +$4.74M +183,082 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.63M +$236K +9,124 +5%
SCA
15
Stonebridge Capital Advisors
Minnesota
$4.52M -$15.8K -611 -0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.32M -$78.3K -3,023 -2%
LNC
17
Lincoln National Corp
Pennsylvania
$4.29M +$161K +6,211 +4%
Mariner
18
Mariner
Kansas
$4.27M +$796K +30,706 +23%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.15M +$1.45M +56,147 +54%
ADL
20
Asset Dedication LLC
California
$4.03M +$3.55M +136,876 +734%
SWM
21
Spire Wealth Management
Virginia
$4.01M -$1.71M -65,857 -30%
LPT
22
Legacy Private Trust
Wisconsin
$3.93M +$304K +11,733 +8%
UCFA
23
United Capital Financial Advisors
Texas
$3.79M -$249K -9,607 -6%
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$3.65M -$1M -38,777 -22%
PI
25
PFS Investments
Georgia
$3.41M +$3.41M +131,737 New
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