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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153 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$5.07M
2
RFC
Regions Financial Corp
Alabama
$3.78M
3
Mariner
Mariner
Kansas
$4.62M
4
Wells Fargo
Wells Fargo
California
$17.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.45M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$1.1M
2
Morgan Stanley
Morgan Stanley
New York
$21.4M
3
CIM
Confluence Investment Management
Missouri
$2.24M
4
CDIA
Capital Directions Investment Advisors
Georgia
$0
5
US Bancorp
US Bancorp
Minnesota
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$2.55M +$1.24M +46,986 +94%
CTC
27
Central Trust Company
Missouri
$2.33M -$53.7K -2,040 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.31M -$31.1K -1,180 -1%
SPA
29
Sentinel Pension Advisors
Massachusetts
$2.28M -$69.2K -2,572 -3%
CIM
30
Confluence Investment Management
Missouri
$2.24M -$1.37M -51,890 -38%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$2.05M +$2.05M +77,769 New
CIC
32
Carnegie Investment Counsel
Ohio
$1.92M +$436K +16,550 +29%
EWA
33
EP Wealth Advisors
California
$1.89M -$85.6K -3,250 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.87M +$111K +4,203 +6%
MAS
35
Managed Account Services
Florida
$1.68M – – –
P
36
Paradiem
Louisiana
$1.65M +$223K +8,470 +16%
FPS
37
Fieldpoint Private Securities
Connecticut
$1.65M – – –
Truist Financial
38
Truist Financial
North Carolina
$1.65M +$684K +25,950 +71%
BPA
39
Beacon Pointe Advisors
California
$1.63M +$2.9K +110 +0.2%
APP
40
Avantax Planning Partners
Iowa
$1.62M +$196K +7,458 +14%
SIC
41
Sigma Investment Counselors
Michigan
$1.62M – – –
FC
42
Ferris Capital
Massachusetts
$1.61M -$142K -5,374 -8%
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$1.55M -$39.5K -1,499 -2%
DCM
44
Donaldson Capital Management
Indiana
$1.44M – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1.28M +$1.24M +46,948 +3,122%
VA
46
Valmark Advisers
Ohio
$1.19M +$43.6K +1,656 +4%
RJA
47
Raymond James & Associates
Florida
$1.18M -$55.1K -2,094 -4%
APA
48
American Portfolios Advisors
New York
$1.16M – – –
Ameriprise
49
Ameriprise
Minnesota
$1.14M +$273K +10,372 +32%
ANTB
50
AMG National Trust Bank
Colorado
$1.11M – – –
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