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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

128 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126128 (+2)

1% more capital invested

Capital invested by funds: $237M → $239M (+$2.19M)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
51
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.2M +$88.3K +3,366 +4%
Stifel Financial
27
Stifel Financial
Missouri
$2.19M -$62.5K -2,383 -3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$42.9K +1,636 +2%
PI
29
PFS Investments
Georgia
$2.04M -$550K -20,941 -21%
FPS
30
Fieldpoint Private Securities
Connecticut
$2M +$362K +13,811 +22%
EWA
31
EP Wealth Advisors
California
$1.98M -$1.99M -75,905 Closed
SCG
32
Sonata Capital Group
Washington
$1.85M +$273K +10,420 +17%
FC
33
Ferris Capital
Massachusetts
$1.75M +$1.84K +70 +0.1%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.69M -$114K -4,348 -6%
MAS
35
Managed Account Services
Florida
$1.69M
BPA
36
Beacon Pointe Advisors
California
$1.62M +$99.9K +3,808 +7%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$1.49M +$163K +6,212 +12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.34M +$196K +7,484 +17%
APP
39
Avantax Planning Partners
Iowa
$1.32M -$34K -1,295 -3%
RJA
40
Raymond James & Associates
Florida
$1.32M -$177K -6,759 -12%
CIC
41
Carnegie Investment Counsel
Ohio
$1.28M -$2.62K -100 -0.2%
ANTB
42
AMG National Trust Bank
Colorado
$1.11M
RFC
43
Regions Financial Corp
Alabama
$1.08M +$191K +7,281 +22%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$1.07M +$55.8K +2,125 +6%
PWM
45
Paulson Wealth Management
Illinois
$1.07M -$5.75K -219 -0.5%
AWM
46
Altium Wealth Management
New York
$1.02M -$23.3K -887 -2%
GPA
47
Guidance Point Advisors
Massachusetts
$986K +$2.05K +78 +0.2%
CIA
48
Covington Investment Advisors
Pennsylvania
$970K +$17.4K +665 +2%
TF
49
TLWM Financial
Texas
$945K -$70.8K -2,700 -7%
CRCM
50
Corbett Road Capital Management
Virginia
$924K -$555K -21,139 -38%

IBMK Hedge Fund Activity: Q2 2020 in Review

128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2020, worth a combined $239M — up 0.92% from $237M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMK positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $12M. The largest seller was Jane Street, exiting entirely with an estimated $11.1M sold.

  • 128 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2020, up from 126 in Q1 2020.
  • Funds reported $239M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2020, up 0.92% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2020 was GW Henssler & Associates, an estimated $12M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.