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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121 hedge funds and large institutions have $244M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
18
Closed
5
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
+$226K

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$3.32M
2
EC
Estate Counselors
Wisconsin
+$2.81M
3
Bank of America
Bank of America
North Carolina
+$1.9M
4
EWA
EP Wealth Advisors
California
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$1.21M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$627K
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$463K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$425K
4
FC
Ferris Capital
Massachusetts
-$395K
5
US Bancorp
US Bancorp
Minnesota
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
51
Capital Directions Investment Advisors
Georgia
$740K – – –
CBFP
52
Cedar Brook Financial Partners
Ohio
$740K +$1.18K +45 +0.2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$739K +$9.19K +351 +1%
TTWM
54
TCV Trust & Wealth Management
Virginia
$687K -$209K -8,000 -23%
DP
55
Denver PWM
Colorado
$667K +$3.27K +125 +0.5%
VA
56
Valmark Advisers
Ohio
$658K +$7.3K +279 +1%
FNC
57
First National Corp
Massachusetts
$639K – – –
EPP
58
ETF Portfolio Partners
Kansas
$623K +$100K +3,823 +19%
MA
59
MCF Advisors
Kentucky
$596K +$2.8K +107 +0.5%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$583K +$583K +22,282 New
Ameriprise
61
Ameriprise
Minnesota
$582K +$87K +3,326 +18%
SW
62
SlateStone Wealth
Florida
$563K +$563K +21,510 New
DC
63
Derby & Company
Massachusetts
$561K +$561K +21,447 New
ADL
64
Asset Dedication LLC
California
$547K +$133K +5,070 +32%
APA
65
American Portfolios Advisors
New York
$542K +$83.7K +3,200 +18%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$537K – – –
FTUS
67
Flow Traders U.S.
New York
$531K +$178K +6,814 +51%
DC
68
Davenport & Co
Virginia
$526K +$37.2K +1,420 +8%
WI
69
WrapManager Inc
California
$522K -$34.4K -1,313 -6%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$514K +$310K +11,881 +152%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$513K +$158K +6,057 +45%
SWP
72
Stratos Wealth Partners
Ohio
$496K +$78.6K +3,000 +19%
AWM
73
Alterna Wealth Management
Texas
$485K -$74.4K -2,845 -13%
SWM
74
Shakespeare Wealth Management
Wisconsin
$485K +$485K +18,518 New
AFP
75
Ausdal Financial Partners
Iowa
$473K +$94.8K +3,599 +25%
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