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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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151 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

1% more funds holding

Funds holding: 149 → 151 (+2)

3% more capital invested

Capital invested by funds: $271M → $278M (+$7.24M)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
49
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.38M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.87M
3
Stifel Financial
Stifel Financial
Missouri
+$1.49M
4
Truist Financial
Truist Financial
North Carolina
+$1.47M
5
FC
Ferris Capital
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$4.45M
2
EC
Estate Counselors
Wisconsin
-$2.75M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.66M
4
BPA
Beacon Pointe Advisors
California
-$1.63M
5
Mariner
Mariner
Kansas
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Praetorian Wealth Management
California
$2.59M -$176K -6,715 -6%
SPA
27
Sentinel Pension Advisors
Massachusetts
$2.54M +$80.5K +3,070 +3%
CIM
28
Confluence Investment Management
Missouri
$2.49M +$1.23M +47,094 +98%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.34M -$65.5K -2,498 -3%
CTC
30
Central Trust Company
Missouri
$2.33M +$40.1K +1,530 +2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.23M -$60.7K -2,315 -3%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$2.09M +$24.3K +927 +1%
CIC
33
Carnegie Investment Counsel
Ohio
$1.89M -$36.7K -1,400 -2%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.86M +$1.87M +71,215 New
LPT
35
Legacy Private Trust
Wisconsin
$1.69M +$109K +4,159 +7%
MAS
36
Managed Account Services
Florida
$1.67M – – –
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$1.66M -$16K -609 -0.9%
P
38
Paradiem
Louisiana
$1.64M – – –
FPS
39
Fieldpoint Private Securities
Connecticut
$1.64M – – –
SIC
40
Sigma Investment Counselors
Michigan
$1.61M – – –
EWA
41
EP Wealth Advisors
California
$1.58M -$1.83K -70 -0.1%
Jane Street
42
Jane Street
New York
$1.57M +$1.14M +43,544 +263%
FC
43
Ferris Capital
Massachusetts
$1.44M +$1.44M +54,977 New
DCM
44
Donaldson Capital Management
Indiana
$1.43M – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$1.3M +$289K +11,015 +28%
APP
46
Avantax Planning Partners
Iowa
$1.21M -$26.1K -997 -2%
RJA
47
Raymond James & Associates
Florida
$1.21M +$22.2K +846 +2%
Ameriprise
48
Ameriprise
Minnesota
$1.17M +$48.7K +1,859 +4%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$1.16M – – –
APA
50
American Portfolios Advisors
New York
$1.16M – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q3 2021 in Review

151 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2021, worth a combined $278M — up 2.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 7 closed out — a net gain of 2 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.38M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $4.45M.

  • 151 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2021, up from 149 in Q2 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.