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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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149 hedge funds and large institutions have $271M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

0% less capital invested

Capital invested by funds: $272M → $271M (-$453K)

3% less funds holding

Funds holding: 153 → 149 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
+$4.56M
2
Bank of America
Bank of America
North Carolina
+$1.41M
3
CDIA
Capital Directions Investment Advisors
Georgia
+$893K
4
Creative Planning
Creative Planning
Kansas
+$756K
5
Truist Financial
Truist Financial
North Carolina
+$722K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.92M
2
FC
Ferris Capital
Massachusetts
-$1.61M
3
CSPAM
Cary Street Partners Asset Management
Virginia
-$1.52M
4
Stifel Financial
Stifel Financial
Missouri
-$1.32M
5
CIM
Confluence Investment Management
Missouri
-$977K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$2.64M +$92.1K +3,501 +4%
SPA
27
Sentinel Pension Advisors
Massachusetts
$2.46M +$240K +9,139 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.41M +$548K +20,854 +29%
Truist Financial
29
Truist Financial
North Carolina
$2.36M +$722K +27,439 +44%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.3M -$868 -33 -0%
CTC
31
Central Trust Company
Missouri
$2.29M -$23.9K -910 -1%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$2.07M +$28.5K +1,084 +1%
CIC
33
Carnegie Investment Counsel
Ohio
$1.93M +$13.1K +500 +0.7%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$144K +5,459 +9%
MAS
35
Managed Account Services
Florida
$1.67M – – –
P
36
Paradiem
Louisiana
$1.65M – – –
FPS
37
Fieldpoint Private Securities
Connecticut
$1.64M – – –
BPA
38
Beacon Pointe Advisors
California
$1.63M +$3.97K +151 +0.2%
SIC
39
Sigma Investment Counselors
Michigan
$1.61M – – –
EWA
40
EP Wealth Advisors
California
$1.59M -$293K -11,151 -16%
LPT
41
Legacy Private Trust
Wisconsin
$1.58M +$639K +24,318 +68%
DCM
42
Donaldson Capital Management
Indiana
$1.43M – – –
VA
43
Valmark Advisers
Ohio
$1.26M +$80.1K +3,046 +7%
CIM
44
Confluence Investment Management
Missouri
$1.26M -$977K -37,164 -44%
APP
45
Avantax Planning Partners
Iowa
$1.24M -$380K -14,443 -23%
RJA
46
Raymond James & Associates
Florida
$1.19M +$14.9K +565 +1%
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$1.16M – – –
APA
48
American Portfolios Advisors
New York
$1.16M – – –
Ameriprise
49
Ameriprise
Minnesota
$1.13M -$4.55K -173 -0.4%
ANTB
50
AMG National Trust Bank
Colorado
$1.11M – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q2 2021 in Review

149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2021, worth a combined $271M — down 0.17% from $272M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMK and 11 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 49 added.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $4.56M. The largest seller was UBS Group, cutting an estimated $3.92M.

  • 149 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2021, down from 153 in Q1 2021.
  • Funds reported $271M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2021, down 0.17% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2021 and 15 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $4.56M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2021.