IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Overview Fund Activity
Delisted

IBMK was delisted on the 1st of December, 2022.

Back to rankings

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 %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$532K -$207K -7,991 -28%
Creative Planning
77
Creative Planning
Kansas
$525K -$97.6K -3,762 -16%
GG
78
Gofen & Glossberg
Illinois
$509K – – –
ADL
79
Asset Dedication LLC
California
$481K – – –
ASN
80
Advisory Services Network
Georgia
$478K +$414 +16 +0.1%
WTB
81
Washington Trust Bank
Washington
$461K +$461K +17,802 New
RCAG
82
Rehmann Capital Advisory Group
Michigan
$459K -$36.3K -1,400 -7%
SWP
83
Stratos Wealth Partners
Ohio
$457K +$11.3K +434 +3%
GPA
84
Guidance Point Advisors
Massachusetts
$448K +$647 +25 +0.1%
VNB
85
Virginia National Bank
Virginia
$442K +$442K +17,045 New
AFP
86
Ausdal Financial Partners
Iowa
$427K -$24.4K -943 -5%
CIM
87
Confluence Investment Management
Missouri
$422K -$1.83M -70,825 -81%
CAN
88
Cetera Advisor Networks
California
$388K +$28.4K +1,094 +8%
GHA
89
GW Henssler & Associates
Georgia
$376K -$2.96K -114 -0.8%
BWM
90
BCS Wealth Management
Tennessee
$372K – – –
FTUS
91
Flow Traders U.S.
New York
$364K -$527K -20,326 -59%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$354K +$241K +9,277 +212%
PWS
93
Peloton Wealth Strategists
Indiana
$350K – – –
MML Investors Services
94
MML Investors Services
Massachusetts
$348K +$113K +4,375 +48%
CB
95
Commerce Bank
Missouri
$343K – – –
KCA
96
Karn Couzens & Associates
Connecticut
$338K +$338K +13,059 New
CRCM
97
Corbett Road Capital Management
Virginia
$334K -$4.43K -171 -1%
AFS
98
Annapolis Financial Services
Maryland
$324K – – –
ACS
99
Archford Capital Strategies
Illinois
$321K +$60.9K +2,348 +23%
CSPAM
100
Cary Street Partners Asset Management
Virginia
$314K – – –
2 3
4
5 6