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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

IBMK was delisted on the 1st of December, 2022.

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126 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

4% more funds holding

Funds holding: 121 → 126 (+5)

3% less capital invested

Capital invested by funds: $244M → $237M (-$6.94M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
47
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.06M
3
PI
PFS Investments
Georgia
+$2.57M
4
UBS Group
UBS Group
Switzerland
+$2.13M
5
BPA
Beacon Pointe Advisors
California
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$12.2M
2
NA
NewEdge Advisors
Louisiana
-$3.25M
3
CIM
Confluence Investment Management
Missouri
-$3.11M
4
LNC
Lincoln National Corp
Pennsylvania
-$2.29M
5
Bank of America
Bank of America
North Carolina
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.08M +$288K +11,016 +16%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.05M -$449K -17,175 -18%
PFM
28
Phillips Financial Management
Indiana
$2.01M +$994K +37,994 +94%
EWA
29
EP Wealth Advisors
California
$1.97M +$728K +27,836 +58%
CTC
30
Central Trust Company
Missouri
$1.89M -$39.2K -1,500 -2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.78M +$93.6K +3,579 +6%
LF
32
LifeSteps Financial
California
$1.73M +$108K +4,139 +7%
FC
33
Ferris Capital
Massachusetts
$1.73M -$16.8K -643 -1%
MAS
34
Managed Account Services
Florida
$1.63M -$39K -1,491 -2%
FPS
35
Fieldpoint Private Securities
Connecticut
$1.61M – – –
SCG
36
Sonata Capital Group
Washington
$1.56M +$4.97K +190 +0.3%
BPA
37
Beacon Pointe Advisors
California
$1.5M +$1.51M +57,664 New
RJA
38
Raymond James & Associates
Florida
$1.47M -$281K -10,742 -16%
CRCM
39
Corbett Road Capital Management
Virginia
$1.46M -$68.9K -2,633 -4%
APP
40
Avantax Planning Partners
Iowa
$1.34M -$313K -11,970 -19%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$1.31M +$800K +30,581 +155%
CIC
42
Carnegie Investment Counsel
Ohio
$1.26M +$37K +1,415 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$1.19M +$1.2M +45,848 New
FNC
44
First National Corp
Massachusetts
$1.13M – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.12M -$26.8K -1,024 -2%
ANTB
46
AMG National Trust Bank
Colorado
$1.1M – – –
PWM
47
Paulson Wealth Management
Illinois
$1.06M -$30K -1,146 -3%
AWM
48
Altium Wealth Management
New York
$1.02M -$8.63K -330 -0.8%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$1M -$50.7K -1,940 -5%
TF
50
TLWM Financial
Texas
$1M – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q1 2020 in Review

126 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2020, worth a combined $237M — down 2.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was HighTower Advisors, cutting an estimated $12.2M.

  • 126 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $237M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2020, down 2.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2020 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $11.2M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2020.