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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104 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
51
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$3.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.8M
3
Bank of America
Bank of America
North Carolina
+$2.96M
4
GWA
Guidant Wealth Advisors
Illinois
+$1.16M
5
UCFA
United Capital Financial Advisors
Texas
+$985K

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.33M
2
Jane Street
Jane Street
New York
-$1.17M
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$632K
4
ADL
Asset Dedication LLC
California
-$546K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
26
Managed Account Services
Florida
$1.71M – – –
CTC
27
Central Trust Company
Missouri
$1.7M +$273K +10,450 +19%
APP
28
Avantax Planning Partners
Iowa
$1.7M +$34.6K +1,322 +2%
FPS
29
Fieldpoint Private Securities
Connecticut
$1.62M – – –
RJA
30
Raymond James & Associates
Florida
$1.57M -$384K -14,697 -20%
Stifel Financial
31
Stifel Financial
Missouri
$1.38M +$54.7K +2,090 +4%
BPWA
32
Beacon Pointe Wealth Advisors
California
$1.29M +$49.4K +1,891 +4%
SCG
33
Sonata Capital Group
Washington
$1.24M +$701K +26,821 +130%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.12M +$112K +4,301 +11%
PWM
35
Paulson Wealth Management
Illinois
$1.12M +$48.7K +1,862 +5%
AWM
36
Altium Wealth Management
New York
$1.12M +$279K +10,663 +33%
CIC
37
Carnegie Investment Counsel
Ohio
$1.11M -$102K -3,915 -8%
ANTB
38
AMG National Trust Bank
Colorado
$1.1M +$296K +11,313 +37%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$1.03M +$801K +30,655 +351%
TF
41
TLWM Financial
Texas
$1.01M +$20.5K +785 +2%
PFM
42
Phillips Financial Management
Indiana
$995K +$605K +23,157 +155%
TTWM
43
TCV Trust & Wealth Management
Virginia
$896K -$183K -7,000 -17%
GPA
44
Guidance Point Advisors
Massachusetts
$870K +$1.7K +65 +0.2%
RFC
45
Regions Financial Corp
Alabama
$849K +$1.99K +76 +0.2%
AWM
46
AllSquare Wealth Management
New York
$766K – – –
CIA
47
Covington Investment Advisors
Pennsylvania
$759K – – –
CDIA
48
Capital Directions Investment Advisors
Georgia
$740K – – –
CBFP
49
Cedar Brook Financial Partners
Ohio
$738K +$889 +34 +0.1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$729K +$729K +27,879 New
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