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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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153 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

5% more capital invested

Capital invested by funds: $258M → $272M (+$13.6M)

5% more funds holding

Funds holding: 146 → 153 (+7)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$3.26M
2
RFC
Regions Financial Corp
Alabama
+$2.5M
3
Mariner
Mariner
Kansas
+$1.69M
4
Wells Fargo
Wells Fargo
California
+$1.66M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$5.1M
2
Morgan Stanley
Morgan Stanley
New York
-$3.03M
3
CIM
Confluence Investment Management
Missouri
-$1.37M
4
CDIA
Capital Directions Investment Advisors
Georgia
-$895K
5
US Bancorp
US Bancorp
Minnesota
-$820K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$2.55M +$1.24M +46,986 +94%
CTC
27
Central Trust Company
Missouri
$2.33M -$53.8K -2,040 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.31M -$31.1K -1,180 -1%
SPA
29
Sentinel Pension Advisors
Massachusetts
$2.28M -$67.8K -2,572 -3%
CIM
30
Confluence Investment Management
Missouri
$2.24M -$1.37M -51,890 -38%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$2.05M +$2.05M +77,769 New
CIC
32
Carnegie Investment Counsel
Ohio
$1.92M +$436K +16,550 +29%
EWA
33
EP Wealth Advisors
California
$1.89M -$85.7K -3,250 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.87M +$111K +4,203 +6%
MAS
35
Managed Account Services
Florida
$1.68M – – –
P
36
Paradiem
Louisiana
$1.65M +$223K +8,470 +16%
FPS
37
Fieldpoint Private Securities
Connecticut
$1.65M – – –
Truist Financial
38
Truist Financial
North Carolina
$1.65M +$684K +25,950 +71%
BPA
39
Beacon Pointe Advisors
California
$1.63M +$2.9K +110 +0.2%
APP
40
Avantax Planning Partners
Iowa
$1.62M +$197K +7,458 +14%
SIC
41
Sigma Investment Counselors
Michigan
$1.62M – – –
FC
42
Ferris Capital
Massachusetts
$1.61M -$142K -5,374 -8%
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$1.54M -$39.5K -1,499 -2%
DCM
44
Donaldson Capital Management
Indiana
$1.44M – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1.28M +$1.24M +46,948 +3,122%
VA
46
Valmark Advisers
Ohio
$1.19M +$43.7K +1,656 +4%
RJA
47
Raymond James & Associates
Florida
$1.18M -$55.2K -2,094 -4%
APA
48
American Portfolios Advisors
New York
$1.16M – – –
Ameriprise
49
Ameriprise
Minnesota
$1.14M +$273K +10,372 +32%
ANTB
50
AMG National Trust Bank
Colorado
$1.11M – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q1 2021 in Review

153 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2021, worth a combined $272M — up 5.3% from $258M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMK positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.26M. The largest seller was HighTower Advisors, cutting an estimated $5.1M.

  • 153 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $272M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $3.26M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2021 was HighTower Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2021.