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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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 %
AIC
126
Archer Investment Corporation
Indiana
$51.8K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$50K – – –
BWL
128
Bogart Wealth LLC
Virginia
$34K – – –
WTC
129
WhitTier Trust Company
Nevada
$27K – – –
RIM
130
Rockbridge Investment Management
New York
$24.8K – – –
1IA
131
1834 Investment Advisors
Wisconsin
$24K – – –
AF
132
Allworth Financial
California
$23K – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$23K +$23K +870 New
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$18K +$17.2K +668 +2,024%
CAAS
135
Capital Asset Advisory Services
Michigan
$14K -$67.4K -2,672 -83%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$11K -$2.46K -97 -18%
FFA
137
Founders Financial Alliance
North Carolina
$11K +$27 +1 +0.2%
TF
138
TimeScale Financial
Massachusetts
$10K +$25 +1 +0.3%
BlackRock
139
BlackRock
New York
$4K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$3K – – –
ACM
142
Azimuth Capital Management
Michigan
– -$930K -35,700 Closed
OMC
143
Old Mission Capital
Illinois
– -$653K -25,072 Closed
FAFN
144
First Affirmative Financial Network
Colorado
– -$505K -19,364 Closed
TTWM
145
TCV Trust & Wealth Management
Virginia
– -$335K -12,875 Closed
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– -$312K -11,973 Closed
KAS
147
Kestra Advisory Services
Texas
– -$244K -9,376 Closed
COF
148
Capital One Financial
Virginia
– -$206K -7,902 Closed
PWM
149
Paulson Wealth Management
Illinois
– -$205K -7,879 Closed
EC
150
Estate Counselors
Wisconsin
– -$72K -2,800 Closed
3 4 5
6
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