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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140 hedge funds and large institutions have $256M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$4.83M
2
Bank of America
Bank of America
North Carolina
$23.9M
3
LPT
Legacy Private Trust
Wisconsin
$3.63M
4
CIA
Covington Investment Advisors
Pennsylvania
$1.76M
5
MA
MCF Advisors
Kentucky
$533K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$12.5M
2
Stifel Financial
Stifel Financial
Missouri
$2.29M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$4.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.53M -$31K -1,196 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.51M +$82.2K +3,170 +3%
PWM
28
Praetorian Wealth Management
California
$2.33M -$211K -8,123 -8%
Stifel Financial
29
Stifel Financial
Missouri
$2.29M -$2.84M -109,523 -55%
CTC
30
Central Trust Company
Missouri
$2.28M -$8.42K -325 -0.4%
PAG
31
Private Advisor Group
New Jersey
$2.17M -$1.01M -38,865 -32%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$2.14M +$202K +7,812 +10%
PFM
33
Phillips Financial Management
Indiana
$1.94M – – –
PSIWM
34
Paradigm Strategies in Wealth Management
Minnesota
$1.84M -$497K -19,166 -21%
BF
35
BOK Financial
Oklahoma
$1.79M – – –
CIA
36
Covington Investment Advisors
Pennsylvania
$1.76M +$645K +24,865 +58%
P
37
Paradiem
Louisiana
$1.63M – – –
FPS
38
Fieldpoint Private Securities
Connecticut
$1.6M – – –
SIC
39
Sigma Investment Counselors
Michigan
$1.59M -$7.78K -300 -0.5%
DCM
40
Donaldson Capital Management
Indiana
$1.43M +$14.9K +576 +1%
RFC
41
Regions Financial Corp
Alabama
$1.35M -$111K -4,296 -8%
FC
42
Ferris Capital
Massachusetts
$1.34M -$89K -3,432 -6%
NWM
43
Northcape Wealth Management
New York
$1.27M -$64.9K -2,502 -5%
BPA
44
Beacon Pointe Advisors
California
$1.26M +$410K +15,814 +48%
EWA
45
EP Wealth Advisors
California
$1.26M -$81.3K -3,137 -6%
Ameriprise
46
Ameriprise
Minnesota
$1.25M +$45.7K +1,761 +4%
APP
47
Avantax Planning Partners
Iowa
$1.2M – – –
VA
48
Valmark Advisers
Ohio
$1.19M +$21.3K +822 +2%
RJA
49
Raymond James & Associates
Florida
$1.18M -$33.7K -1,300 -3%
KPWS
50
Kestra Private Wealth Services
Texas
$1.15M -$506K -19,533 -31%
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