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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145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$3.37M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.37M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
BF
BOK Financial
Oklahoma
+$1.3M
5
LPT
Legacy Private Trust
Wisconsin
+$1.09M

Top Sellers

1
RFC
Regions Financial Corp
Alabama
-$2.4M
2
Morgan Stanley
Morgan Stanley
New York
-$1.67M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$926K
5
PAG
Private Advisor Group
New Jersey
-$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.58M +$51.7K +1,982 +2%
PWM
27
Praetorian Wealth Management
California
$2.55M -$24.8K -953 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.44M +$113K +4,332 +5%
PSIWM
29
Paradigm Strategies in Wealth Management
Minnesota
$2.35M +$266K +10,210 +13%
CTC
30
Central Trust Company
Missouri
$2.3M -$13K -500 -0.6%
CIM
31
Confluence Investment Management
Missouri
$2.27M -$207K -7,945 -8%
PFM
32
Phillips Financial Management
Indiana
$1.95M -$663K -25,450 -25%
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$1.94M +$287K +11,005 +17%
BF
34
BOK Financial
Oklahoma
$1.8M +$1.3M +49,789 +259%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.76M -$89K -3,424 -5%
KPWS
36
Kestra Private Wealth Services
Texas
$1.66M +$857K +32,872 +107%
P
37
Paradiem
Louisiana
$1.63M – – –
FPS
38
Fieldpoint Private Securities
Connecticut
$1.61M -$18.7K -717 -1%
SIC
39
Sigma Investment Counselors
Michigan
$1.6M – – –
CIC
40
Carnegie Investment Counsel
Ohio
$1.52M -$360K -13,826 -19%
RFC
41
Regions Financial Corp
Alabama
$1.47M -$2.4M -92,239 -62%
FC
42
Ferris Capital
Massachusetts
$1.43M -$182 -7 -0%
DCM
43
Donaldson Capital Management
Indiana
$1.42M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1.39M +$300K +11,508 +27%
EWA
45
EP Wealth Advisors
California
$1.35M -$228K -8,765 -14%
NWM
46
Northcape Wealth Management
New York
$1.34M +$1.34M +51,411 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.31M +$16.9K +650 +1%
RJA
48
Raymond James & Associates
Florida
$1.22M +$16.5K +632 +1%
APP
49
Avantax Planning Partners
Iowa
$1.21M +$7.24K +278 +0.6%
Ameriprise
50
Ameriprise
Minnesota
$1.21M +$41.3K +1,585 +4%
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