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 %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$463K -$463K – –
PWS
77
Peloton Wealth Strategists
Indiana
$458K +$78.5K +3,000 +21%
RHP
78
Royal Harbor Partners
Texas
$407K +$407K +15,547 New
SSB
79
Sandy Spring Bank
Maryland
$406K +$71.4K +2,730 +21%
SIC
80
Sigma Investment Counselors
Michigan
$397K +$170K +6,500 +75%
Truist Financial
81
Truist Financial
North Carolina
$394K +$394K +15,073 New
BWM
82
BCS Wealth Management
Tennessee
$375K +$375K +14,347 New
IAA
83
Independent Advisor Alliance
North Carolina
$373K +$373K +14,252 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$361K -$99.7K -3,810 -22%
PP
85
Palladium Partners
Virginia
$343K +$343K +13,125 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$338K +$28.9K +1,106 +9%
SB
87
Simmons Bank
Arkansas
$330K – – –
NC
88
NovaPoint Capital
Georgia
$314K +$314K +12,015 New
AG
89
Advisor Group
Arizona
$313K +$108K +4,107 +52%
AIP
90
Ameritas Investment Partners
Nebraska
$312K -$12.4K -476 -4%
BlackRock
91
BlackRock
New York
$299K -$14K -536 -4%
KCM
92
Kathmere Capital Management
Pennsylvania
$275K +$275K +10,524 New
LF
93
Lee Financial
Texas
$266K – – –
EA
94
Emerald Advisors
Washington
$263K +$263K +10,000 New
KA
95
Klingman & Associates
New York
$247K -$44.4K -1,700 -15%
CONA
96
Capital One National Association
New York
$227K +$227K +8,671 New
CIA
97
Capital Investment Advisors
Georgia
$224K +$3.66K +140 +2%
B
98
Bridgeworth
Alabama
$219K – – –
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$217K +$5.42K +207 +3%
1IA
100
1834 Investment Advisors
Wisconsin
$215K +$5.37K +205 +3%
2 3
4
5 6