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
+$3.44M
2
Bank of America
Bank of America
North Carolina
+$1.64M
3
LPT
Legacy Private Trust
Wisconsin
+$868K
4
CIA
Covington Investment Advisors
Pennsylvania
+$645K
5
MA
MCF Advisors
Kentucky
+$533K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.23M
2
Stifel Financial
Stifel Financial
Missouri
-$2.84M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.63M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.52M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
51
AMG National Trust Bank
Colorado
$1.09M – – –
CIC
52
Carnegie Investment Counsel
Ohio
$1.09M -$420K -16,215 -28%
Luther King Capital Management (LKCM)
53
Luther King Capital Management (LKCM)
Texas
$1.08M -$1.11M – –
BRWA
54
B. Riley Wealth Advisors
Florida
$1.08M +$528K +20,351 +96%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
AWM
56
Apollon Wealth Management
South Carolina
$990K – – –
APA
57
American Portfolios Advisors
New York
$967K – – –
TF
58
TLWM Financial
Texas
$926K – – –
PA
59
Prism Advisors
California
$869K – – –
NA
60
NewEdge Advisors
Louisiana
$807K +$529K +20,404 +190%
SSB
61
Sandy Spring Bank
Maryland
$795K +$2.98K +115 +0.4%
AWM
62
AllSquare Wealth Management
New York
$759K – – –
FNC
63
First National Corp
Massachusetts
$736K – – –
CDIA
64
Capital Directions Investment Advisors
Georgia
$728K -$75.5K -2,914 -9%
AWS
65
Atria Wealth Solutions
New York
$704K +$704K +27,178 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$667K -$140K -5,409 -17%
EPP
67
ETF Portfolio Partners
Kansas
$641K – – –
SC
68
Seldon Capital
California
$603K – – –
PGAM
69
Princeton Global Asset Management
New Jersey
$572K +$50.7K +1,954 +10%
AWM
70
Altium Wealth Management
New York
$567K +$15.4K +595 +3%
LF
71
Lantz Financial
Illinois
$561K -$16.7K -644 -3%
SW
72
SlateStone Wealth
Florida
$558K – – –
AIP
73
Ameritas Investment Partners
Nebraska
$549K +$78 +3 +0%
Jane Street
74
Jane Street
New York
$542K -$509K -19,650 -48%
MA
75
MCF Advisors
Kentucky
$533K +$533K +20,557 New
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