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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146 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.03M
2
EWA
EP Wealth Advisors
California
+$1.98M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.97M
4
DCM
Donaldson Capital Management
Indiana
+$1M
5
ACM
Azimuth Capital Management
Michigan
+$870K

Top Sellers

1
PI
PFS Investments
Georgia
-$2.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.13M
3
PFM
Phillips Financial Management
Indiana
-$1.13M
4
Jane Street
Jane Street
New York
-$667K
5
US Bancorp
US Bancorp
Minnesota
-$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Covington Investment Advisors
Pennsylvania
$979K -$2.64K -100 -0.3%
Truist Financial
52
Truist Financial
North Carolina
$963K +$317K +12,045 +49%
LPT
53
Legacy Private Trust
Wisconsin
$946K – – –
TF
54
TLWM Financial
Texas
$943K – – –
CRCM
55
Corbett Road Capital Management
Virginia
$914K +$9.78K +371 +1%
PWM
56
Paulson Wealth Management
Illinois
$908K -$166K -6,299 -15%
CDIA
57
Capital Directions Investment Advisors
Georgia
$895K – – –
PA
58
Prism Advisors
California
$884K +$209K +7,909 +31%
ACM
59
Azimuth Capital Management
Michigan
$870K +$870K +33,000 New
Ameriprise
60
Ameriprise
Minnesota
$864K +$68.9K +2,613 +9%
SSB
61
Sandy Spring Bank
Maryland
$849K -$120K -4,550 -12%
AWM
62
Altium Wealth Management
New York
$823K -$185K -7,024 -18%
AWM
63
AllSquare Wealth Management
New York
$772K – – –
FNC
64
First National Corp
Massachusetts
$749K – – –
RCAG
65
Rehmann Capital Advisory Group
Michigan
$705K +$5.72K +217 +0.8%
IWC
66
Integrated Wealth Concepts
Massachusetts
$705K +$200K +7,597 +40%
KCA
67
Karn Couzens & Associates
Connecticut
$670K +$670K +25,400 New
EPP
68
ETF Portfolio Partners
Kansas
$652K – – –
LF
69
Lantz Financial
Illinois
$641K +$641K +24,336 New
FTUS
70
Flow Traders U.S.
New York
$633K -$382K -14,482 -38%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$632K +$13K +491 +2%
Osaic Holdings
72
Osaic Holdings
Arizona
$610K +$110K +4,166 +22%
Luther King Capital Management (LKCM)
73
Luther King Capital Management (LKCM)
Texas
$605K -$357K – –
KPWS
74
Kestra Private Wealth Services
Texas
$599K +$113K +4,287 +23%
MML Investors Services
75
MML Investors Services
Massachusetts
$577K +$159K +6,023 +38%
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