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

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 %
WIC
101
Whitegate Investment Counselors
New Hampshire
$212K +$212K +8,115 New
OIA
102
OneDigital Investment Advisors
Kansas
$209K -$206K -7,886 -50%
SW
103
SkyOak Wealth
Michigan
$206K +$206K +7,863 New
FCA
104
FinTrust Capital Advisors
South Carolina
$169K – – –
VCM
105
Vigilant Capital Management
Maine
$121K +$6.56K +250 +6%
GWM
106
Geneos Wealth Management
Colorado
$80K +$80K +3,076 New
SPIA
107
Steward Partners Investment Advisory
New York
$67K – – –
AIC
108
Archer Investment Corporation
Indiana
$52K – – –
ASN
109
Advisory Services Network
Georgia
$52K +$52K +1,992 New
AIC
110
Ameritas Investment Company
Nebraska
$44K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$34K +$15.3K +588 +81%
TF
112
TimeScale Financial
Massachusetts
$33K – – –
EP
113
Eudaimonia Partners
Tennessee
$30K +$30K +1,128 New
IA
114
IFP Advisors
Florida
$29K – – –
WTC
115
WhitTier Trust Company
Nevada
$27K +$27K +1,027 New
AF
116
Advisornet Financial
Minnesota
$26K -$28.9K -1,100 -53%
VNA
117
Valley National Advisers
Pennsylvania
$26K +$129 +5 +0.5%
PA
118
Parallel Advisors
California
$23K – – –
CAAS
119
Capital Asset Advisory Services
Michigan
$20K +$20K +778 New
WQ
120
Wealth Quarterback
New Jersey
$17.9K +$17.9K +683 New
First Manhattan
121
First Manhattan
New York
$9K – – –
TRCT
122
Tower Research Capital (TRC)
New York
$3K – – –
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– -$627K -24,003 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– -$288K -11,015 Closed
FAIM
125
Financial Advocates Investment Management
Washington
– -$236K -9,025 Closed
2 3 4
5
6