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 %
CSPAM
101
Cary Street Partners Asset Management
Virginia
$316K -$135K -5,200 -30%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$312K -$724K -27,770 -70%
NA
103
NewEdge Advisors
Louisiana
$280K -$21.3K -815 -7%
NC
104
NovaPoint Capital
Georgia
$280K – – –
KCM
105
Kathmere Capital Management
Pennsylvania
$280K +$939 +36 +0.3%
CCA
106
Cadent Capital Advisors
Oklahoma
$266K +$1.15K +44 +0.4%
LF
107
Lee Financial
Texas
$265K – – –
EA
108
Emerald Advisors
Washington
$262K – – –
NPI
109
New Perspectives Inc
Mississippi
$261K – – –
ACS
110
Archford Capital Strategies
Illinois
$261K +$2.81K +108 +1%
BCM
111
Brookstone Capital Management
Illinois
$252K +$252K +9,672 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$251K -$79.4K -3,049 -24%
KAS
113
Kestra Advisory Services
Texas
$244K -$130K -4,984 -35%
MML Investors Services
114
MML Investors Services
Massachusetts
$236K -$294K -11,293 -56%
CIA
115
Capital Investment Advisors
Georgia
$233K +$13.4K +515 +6%
MAS
116
Madden Advisory Services
Florida
$210K +$3.99K +153 +2%
COF
117
Capital One Financial
Virginia
$206K – – –
PWM
118
Paulson Wealth Management
Illinois
$205K -$499K -19,172 -71%
HWM
119
HB Wealth Management
Georgia
$203K +$203K +7,795 New
FRA
120
Front Row Advisors
California
$156K – – –
VCM
121
Vigilant Capital Management
Maine
$150K – – –
TWM
122
Tradition Wealth Management
Minnesota
$140K +$209 +8 +0.1%
Bessemer Group
123
Bessemer Group
New Jersey
$131K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$114K -$25.1K -965 -18%
CAAS
125
Capital Asset Advisory Services
Michigan
$84K – – –
3 4
5
6 7