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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145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$3.37M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.37M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
BF
BOK Financial
Oklahoma
+$1.3M
5
LPT
Legacy Private Trust
Wisconsin
+$1.09M

Top Sellers

1
RFC
Regions Financial Corp
Alabama
-$2.4M
2
Morgan Stanley
Morgan Stanley
New York
-$1.67M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.16M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$926K
5
PAG
Private Advisor Group
New Jersey
-$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Childress Capital Advisors
Texas
$571K – – –
SW
77
SlateStone Wealth
Florida
$561K – – –
AWM
78
Altium Wealth Management
New York
$555K +$35.7K +1,368 +7%
BRWA
79
B. Riley Wealth Advisors
Florida
$555K +$555K +21,262 New
AIP
80
Ameritas Investment Partners
Nebraska
$551K +$16.5K +633 +3%
IWM
81
IHT Wealth Management
Illinois
$530K +$2.32K +89 +0.4%
PGAM
82
Princeton Global Asset Management
New Jersey
$524K +$2.58K +99 +0.5%
GG
83
Gofen & Glossberg
Illinois
$511K – – –
FAFN
84
First Affirmative Financial Network
Colorado
$505K -$15.2K -584 -3%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$498K -$233K -8,937 -32%
ADL
86
Asset Dedication LLC
California
$486K -$12.4K -477 -2%
ASN
87
Advisory Services Network
Georgia
$480K +$5.94K +228 +1%
AFP
88
Ausdal Financial Partners
Iowa
$454K +$1.17K +45 +0.3%
GPA
89
Guidance Point Advisors
Massachusetts
$450K +$1.38K +53 +0.3%
SWP
90
Stratos Wealth Partners
Ohio
$448K – – –
WA
91
Wealthstar Advisors
Texas
$385K +$99.8K +3,826 +35%
GHA
92
GW Henssler & Associates
Georgia
$381K -$1.88K -72 -0.5%
BWM
93
BCS Wealth Management
Tennessee
$374K – – –
CAN
94
Cetera Advisor Networks
California
$361K -$75.3K -2,892 -17%
PWS
95
Peloton Wealth Strategists
Indiana
$352K – – –
DC
96
Davenport & Co
Virginia
$351K -$30.5K -1,170 -8%
CB
97
Commerce Bank
Missouri
$345K – – –
CRCM
98
Corbett Road Capital Management
Virginia
$340K -$3.18K -122 -0.9%
TTWM
99
TCV Trust & Wealth Management
Virginia
$335K -$78.1K -3,000 -19%
AFS
100
Annapolis Financial Services
Maryland
$326K – – –
2 3
4
5 6