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 %
PGAM
76
Princeton Global Asset Management
New Jersey
$603K +$30.9K +1,192 +5%
SC
77
Seldon Capital
California
$601K -$1.61K -62 -0.3%
EA
78
Emerald Advisors
Washington
$560K +$300K +11,574 +115%
SW
79
SlateStone Wealth
Florida
$557K – – –
Baird Financial Group
80
Baird Financial Group
Wisconsin
$550K +$345K +13,313 +168%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$541K +$9.89K +382 +2%
MA
82
MCF Advisors
Kentucky
$534K +$1.35K +52 +0.3%
CIC
83
Carnegie Investment Counsel
Ohio
$521K -$571K -22,026 -52%
ASN
84
Advisory Services Network
Georgia
$479K +$363 +14 +0.1%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$465K +$5.96K +230 +1%
AIP
86
Ameritas Investment Partners
Nebraska
$459K -$89.1K -3,445 -16%
SWP
87
Stratos Wealth Partners
Ohio
$450K -$6.35K -245 -1%
VNB
88
Virginia National Bank
Virginia
$442K – – –
LF
89
Lantz Financial
Illinois
$437K -$124K -4,776 -22%
DADC
90
D.A. Davidson & Co
Montana
$427K +$200K +7,716 +88%
CIM
91
Confluence Investment Management
Missouri
$419K -$2.82K -109 -0.7%
SPF
92
Steven Patrick Farmer
$419K +$419K +16,182 New
BWM
93
BCS Wealth Management
Tennessee
$372K – – –
OMC
94
Old Mission Capital
Illinois
$370K +$370K +14,288 New
MML Investors Services
95
MML Investors Services
Massachusetts
$363K +$14.7K +567 +4%
CAN
96
Cetera Advisor Networks
California
$359K -$28.3K -1,094 -7%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$355K +$351K +13,559 +8,920%
GPA
98
Guidance Point Advisors
Massachusetts
$354K -$94K -3,635 -21%
PWS
99
Peloton Wealth Strategists
Indiana
$350K – – –
CB
100
Commerce Bank
Missouri
$343K – – –
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4
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