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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149 hedge funds and large institutions have $271M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stonebridge Capital Advisors
Minnesota
$8.98M
2
Bank of America
Bank of America
North Carolina
$17.7M
3
CDIA
Capital Directions Investment Advisors
Georgia
$892K
4
Creative Planning
Creative Planning
Kansas
$755K
5
Truist Financial
Truist Financial
North Carolina
$2.36M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.72M
2
FC
Ferris Capital
Massachusetts
$0
3
CSPAM
Cary Street Partners Asset Management
Virginia
$452K
4
Stifel Financial
Stifel Financial
Missouri
$3.74M
5
CIM
Confluence Investment Management
Missouri
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$2.64M +$91.9K +3,501 +4%
SPA
27
Sentinel Pension Advisors
Massachusetts
$2.47M +$240K +9,139 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.41M +$548K +20,854 +29%
Truist Financial
29
Truist Financial
North Carolina
$2.36M +$721K +27,439 +44%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.3M -$867 -33 -0%
CTC
31
Central Trust Company
Missouri
$2.3M -$23.9K -910 -1%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$2.07M +$28.5K +1,084 +1%
CIC
33
Carnegie Investment Counsel
Ohio
$1.93M +$13.1K +500 +0.7%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$143K +5,459 +9%
MAS
35
Managed Account Services
Florida
$1.67M – – –
P
36
Paradiem
Louisiana
$1.65M – – –
FPS
37
Fieldpoint Private Securities
Connecticut
$1.64M – – –
BPA
38
Beacon Pointe Advisors
California
$1.63M +$3.97K +151 +0.2%
SIC
39
Sigma Investment Counselors
Michigan
$1.61M – – –
EWA
40
EP Wealth Advisors
California
$1.59M -$293K -11,151 -16%
LPT
41
Legacy Private Trust
Wisconsin
$1.58M +$638K +24,318 +68%
DCM
42
Donaldson Capital Management
Indiana
$1.43M – – –
VA
43
Valmark Advisers
Ohio
$1.26M +$80K +3,046 +7%
CIM
44
Confluence Investment Management
Missouri
$1.26M -$976K -37,164 -44%
APP
45
Avantax Planning Partners
Iowa
$1.24M -$379K -14,443 -23%
RJA
46
Raymond James & Associates
Florida
$1.19M +$14.8K +565 +1%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$1.16M -$582K – –
APA
48
American Portfolios Advisors
New York
$1.16M – – –
Ameriprise
49
Ameriprise
Minnesota
$1.13M -$4.54K -173 -0.4%
ANTB
50
AMG National Trust Bank
Colorado
$1.11M – – –
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