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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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146 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

11% more funds holding

Funds holding: 132 → 146 (+14)

6% more capital invested

Capital invested by funds: $242M → $258M (+$15.6M)

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.03M
2
EWA
EP Wealth Advisors
California
+$1.98M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.98M
4
DCM
Donaldson Capital Management
Indiana
+$1M
5
ACM
Azimuth Capital Management
Michigan
+$871K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.13M
3
PFM
Phillips Financial Management
Indiana
-$1.13M
4
Jane Street
Jane Street
New York
-$667K
5
US Bancorp
US Bancorp
Minnesota
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
26
Central Trust Company
Missouri
$2.38M +$69.6K +2,635 +3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$68.1K +2,581 +3%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.3M -$100K -3,787 -4%
EWA
29
EP Wealth Advisors
California
$1.98M +$1.98M +74,994 New
Stifel Financial
30
Stifel Financial
Missouri
$1.82M -$140K -5,311 -7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.76M +$49.1K +1,859 +3%
FC
32
Ferris Capital
Massachusetts
$1.75M -$3.14K -119 -0.2%
MAS
33
Managed Account Services
Florida
$1.68M – – –
FPS
34
Fieldpoint Private Securities
Connecticut
$1.65M -$1.45K -55 -0.1%
BPA
35
Beacon Pointe Advisors
California
$1.63M +$6.28K +238 +0.4%
SIC
36
Sigma Investment Counselors
Michigan
$1.62M +$701K +26,550 +76%
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$1.59M -$1.06K -40 -0.1%
CIC
38
Carnegie Investment Counsel
Ohio
$1.49M -$100K -3,800 -6%
DCM
39
Donaldson Capital Management
Indiana
$1.44M +$1M +38,000 +230%
P
40
Paradiem
Louisiana
$1.43M +$1.43M +54,349 New
APP
41
Avantax Planning Partners
Iowa
$1.43M +$102K +3,861 +8%
PFM
42
Phillips Financial Management
Indiana
$1.31M -$1.13M -42,709 -46%
RFC
43
Regions Financial Corp
Alabama
$1.28M – – –
RJA
44
Raymond James & Associates
Florida
$1.23M -$11.5K -436 -0.9%
APA
45
American Portfolios Advisors
New York
$1.16M – – –
VA
46
Valmark Advisers
Ohio
$1.14M +$99.8K +3,780 +10%
ANTB
47
AMG National Trust Bank
Colorado
$1.11M – – –
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$1.07M – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.06M +$5.12K +194 +0.5%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.01M +$134K +5,079 +15%
1
2
3 4 5

IBMK Hedge Fund Activity: Q4 2020 in Review

146 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2020, worth a combined $258M — up 6.4% from $242M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMK positions and 4 closed out — a net gain of 15 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.03M. The largest seller was PFS Investments, exiting entirely with an estimated $2.51M sold.

  • 146 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2020, up from 132 in Q3 2020.
  • Funds reported $258M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2020, up 6.4% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $3.03M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2020 was PFS Investments, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2020.