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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146 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.03M
2
EWA
EP Wealth Advisors
California
+$1.98M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.97M
4
DCM
Donaldson Capital Management
Indiana
+$1M
5
ACM
Azimuth Capital Management
Michigan
+$870K

Top Sellers

1
PI
PFS Investments
Georgia
-$2.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.13M
3
PFM
Phillips Financial Management
Indiana
-$1.13M
4
Jane Street
Jane Street
New York
-$667K
5
US Bancorp
US Bancorp
Minnesota
-$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$2.38M +$69.5K +2,635 +3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$68.1K +2,581 +3%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.3M -$99.8K -3,787 -4%
EWA
29
EP Wealth Advisors
California
$1.98M +$1.98M +74,994 New
Stifel Financial
30
Stifel Financial
Missouri
$1.82M -$140K -5,311 -7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.76M +$49K +1,859 +3%
FC
32
Ferris Capital
Massachusetts
$1.75M -$3.14K -119 -0.2%
MAS
33
Managed Account Services
Florida
$1.68M – – –
FPS
34
Fieldpoint Private Securities
Connecticut
$1.65M -$1.45K -55 -0.1%
BPA
35
Beacon Pointe Advisors
California
$1.63M +$6.27K +238 +0.4%
SIC
36
Sigma Investment Counselors
Michigan
$1.62M +$700K +26,550 +76%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$1.59M -$1.05K -40 -0.1%
CIC
38
Carnegie Investment Counsel
Ohio
$1.49M -$100K -3,800 -6%
DCM
39
Donaldson Capital Management
Indiana
$1.44M +$1M +38,000 +230%
P
40
Paradiem
Louisiana
$1.43M +$1.43M +54,349 New
APP
41
Avantax Planning Partners
Iowa
$1.43M +$102K +3,861 +8%
PFM
42
Phillips Financial Management
Indiana
$1.32M -$1.13M -42,709 -46%
RFC
43
Regions Financial Corp
Alabama
$1.28M – – –
RJA
44
Raymond James & Associates
Florida
$1.23M -$11.5K -436 -0.9%
APA
45
American Portfolios Advisors
New York
$1.16M – – –
VA
46
Valmark Advisers
Ohio
$1.14M +$99.7K +3,780 +10%
ANTB
47
AMG National Trust Bank
Colorado
$1.11M – – –
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$1.07M – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.06M +$5.11K +194 +0.5%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.01M +$134K +5,079 +15%
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