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 %
ACS
101
Archford Capital Strategies
Illinois
$321K – – –
GG
102
Gofen & Glossberg
Illinois
$314K -$194K -7,500 -38%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$314K – – –
GHA
104
GW Henssler & Associates
Georgia
$313K -$63K -2,430 -17%
WA
105
Wealthstar Advisors
Texas
$309K – – –
AFP
106
Ausdal Financial Partners
Iowa
$287K -$139K -5,384 -33%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$282K -$72.2K -2,782 -20%
AWM
108
Altium Wealth Management
New York
$280K -$287K -11,063 -51%
KCM
109
Kathmere Capital Management
Pennsylvania
$279K +$544 +21 +0.2%
FCA
110
FinTrust Capital Advisors
South Carolina
$271K +$271K +10,480 New
CCA
111
Childress Capital Advisors
Texas
$267K – – –
IWM
112
IHT Wealth Management
Illinois
$266K +$673 +26 +0.3%
LF
113
Lee Financial
Texas
$264K – – –
RWM
114
Rockwood Wealth Management
Pennsylvania
$260K +$260K +10,020 New
NPI
115
New Perspectives Inc
Mississippi
$259K – – –
MAS
116
Madden Advisory Services
Florida
$247K +$42K +1,620 +20%
BCM
117
Brookstone Capital Management
Illinois
$240K -$46.5K -1,798 -16%
CRCM
118
Corbett Road Capital Management
Virginia
$239K -$94.4K -3,648 -28%
CIA
119
Capital Investment Advisors
Georgia
$239K +$7.38K +285 +3%
NC
120
NovaPoint Capital
Georgia
$219K – – –
HWM
121
HB Wealth Management
Georgia
$202K – – –
IA
122
IFP Advisors
Florida
$195K – – –
BFEC
123
Benjamin F. Edwards & Company
Missouri
$186K -$9.77K -378 -5%
FRA
124
Front Row Advisors
California
$155K – – –
VCM
125
Vigilant Capital Management
Maine
$131K -$18.1K -700 -12%
3 4
5
6 7