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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121 hedge funds and large institutions have $244M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
18
Closed
5
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
+$226K

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$3.32M
2
EC
Estate Counselors
Wisconsin
+$2.81M
3
Bank of America
Bank of America
North Carolina
+$1.9M
4
EWA
EP Wealth Advisors
California
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$1.21M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$627K
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$463K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$425K
4
FC
Ferris Capital
Massachusetts
-$395K
5
US Bancorp
US Bancorp
Minnesota
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$1.94M +$238K +9,100 +14%
SPA
27
Sentinel Pension Advisors
Massachusetts
$1.8M +$1.8M +68,913 New
RJA
28
Raymond James & Associates
Florida
$1.76M +$191K +7,290 +12%
FC
29
Ferris Capital
Massachusetts
$1.75M -$395K -15,100 -18%
MAS
30
Managed Account Services
Florida
$1.71M – – –
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.7M +$667K +25,488 +65%
APP
32
Avantax Planning Partners
Iowa
$1.66M -$40.9K -1,562 -2%
LF
33
LifeSteps Financial
California
$1.63M +$1.63M +62,218 New
FPS
34
Fieldpoint Private Securities
Connecticut
$1.62M – – –
SCG
35
Sonata Capital Group
Washington
$1.56M +$320K +12,210 +26%
CRCM
36
Corbett Road Capital Management
Virginia
$1.54M +$1.54M +58,764 New
BPWA
37
Beacon Pointe Wealth Advisors
California
$1.31M +$21.3K +816 +2%
EWA
38
EP Wealth Advisors
California
$1.26M +$1.26M +48,069 New
CIC
39
Carnegie Investment Counsel
Ohio
$1.23M +$126K +4,800 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.15M +$30.2K +1,153 +3%
ANTB
41
AMG National Trust Bank
Colorado
$1.1M – – –
PWM
42
Paulson Wealth Management
Illinois
$1.1M -$27.5K -1,047 -2%
PFM
43
Phillips Financial Management
Indiana
$1.06M +$62.5K +2,391 +6%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
AWM
45
Altium Wealth Management
New York
$1.04M -$79.9K -3,055 -7%
TF
46
TLWM Financial
Texas
$1.01M – – –
GPA
47
Guidance Point Advisors
Massachusetts
$973K +$103K +3,920 +12%
CIA
48
Covington Investment Advisors
Pennsylvania
$953K +$193K +7,390 +25%
RFC
49
Regions Financial Corp
Alabama
$855K +$5.6K +214 +0.7%
AWM
50
AllSquare Wealth Management
New York
$766K – – –
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