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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143 hedge funds and large institutions have $313M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$20.3M
2
NA
NewEdge Advisors
Louisiana
+$6.72M
3
Bank of America
Bank of America
North Carolina
+$5.63M
4
ACK
Andrew C. Karlinski
+$4.74M
5
ADL
Asset Dedication LLC
California
+$3.55M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$44.7M
2
SWM
Spire Wealth Management
Virginia
-$1.71M
3
NWM
Northcape Wealth Management
New York
-$1.27M
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.08M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.34M +$594K +22,891 +79%
BRWA
52
B. Riley Wealth Advisors
Florida
$1.29M +$212K +8,195 +20%
APP
53
Avantax Planning Partners
Iowa
$1.2M – – –
ANTB
54
AMG National Trust Bank
Colorado
$1.09M – – –
KPWS
55
Kestra Private Wealth Services
Texas
$1.06M -$89K -3,434 -8%
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$1.05M -$1.08M – –
EWA
58
EP Wealth Advisors
California
$1.01M -$248K -9,585 -20%
AWM
59
Apollon Wealth Management
South Carolina
$990K – – –
VA
60
Valmark Advisers
Ohio
$964K -$222K -8,564 -19%
FTUS
61
Flow Traders U.S.
New York
$939K +$576K +22,226 +158%
BPA
62
Beacon Pointe Advisors
California
$931K -$331K -12,752 -26%
BSAM
63
Blue Square Asset Management
New York
$931K +$931K +35,942 New
TF
64
TLWM Financial
Texas
$926K – – –
FAM
65
Forte Asset Management
New York
$917K +$917K +35,400 New
PA
66
Prism Advisors
California
$812K -$57K -2,197 -7%
SSB
67
Sandy Spring Bank
Maryland
$795K – – –
AWM
68
AllSquare Wealth Management
New York
$759K – – –
WTB
69
Washington Trust Bank
Washington
$735K +$274K +10,558 +59%
CDIA
70
Capital Directions Investment Advisors
Georgia
$728K – – –
APA
71
American Portfolios Advisors
New York
$670K -$297K -11,465 -31%
EPP
72
ETF Portfolio Partners
Kansas
$641K – – –
AWS
73
Atria Wealth Solutions
New York
$626K -$77.7K -3,000 -11%
TWM
74
Tradition Wealth Management
Minnesota
$623K +$500K +19,287 +405%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$614K -$51.8K -2,000 -8%
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