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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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145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

0% less capital invested

Capital invested by funds: $278M → $278M (-$175K)

4% less funds holding

Funds holding: 151 → 145 (-6)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.38M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.37M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
BF
BOK Financial
Oklahoma
+$1.3M
5
LPT
Legacy Private Trust
Wisconsin
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
RFC
Regions Financial Corp
Alabama
-$2.41M
2
Morgan Stanley
Morgan Stanley
New York
-$1.67M
3
JP Morgan Chase
JP Morgan Chase
New York
-$926K
4
PAG
Private Advisor Group
New Jersey
-$810K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.58M +$51.7K +1,982 +2%
PWM
27
Praetorian Wealth Management
California
$2.55M -$24.9K -953 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.44M +$113K +4,332 +5%
PSIWM
29
Paradigm Strategies in Wealth Management
Minnesota
$2.35M +$267K +10,210 +13%
CTC
30
Central Trust Company
Missouri
$2.3M -$13.1K -500 -0.6%
CIM
31
Confluence Investment Management
Missouri
$2.27M -$207K -7,945 -8%
PFM
32
Phillips Financial Management
Indiana
$1.95M -$664K -25,450 -25%
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$1.94M +$287K +11,005 +17%
BF
34
BOK Financial
Oklahoma
$1.8M +$1.3M +49,789 +259%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.76M -$89.4K -3,424 -5%
KPWS
36
Kestra Private Wealth Services
Texas
$1.66M +$858K +32,872 +107%
P
37
Paradiem
Louisiana
$1.63M – – –
FPS
38
Fieldpoint Private Securities
Connecticut
$1.61M -$18.7K -717 -1%
SIC
39
Sigma Investment Counselors
Michigan
$1.6M – – –
CIC
40
Carnegie Investment Counsel
Ohio
$1.52M -$361K -13,826 -19%
RFC
41
Regions Financial Corp
Alabama
$1.47M -$2.41M -92,239 -62%
FC
42
Ferris Capital
Massachusetts
$1.43M -$183 -7 -0%
DCM
43
Donaldson Capital Management
Indiana
$1.42M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1.39M +$300K +11,508 +27%
EWA
45
EP Wealth Advisors
California
$1.35M -$229K -8,765 -14%
NWM
46
Northcape Wealth Management
New York
$1.34M +$1.34M +51,411 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.31M +$17K +650 +1%
RJA
48
Raymond James & Associates
Florida
$1.22M +$16.5K +632 +1%
APP
49
Avantax Planning Partners
Iowa
$1.21M +$7.26K +278 +0.6%
Ameriprise
50
Ameriprise
Minnesota
$1.21M +$41.4K +1,585 +4%
1
2
3 4 5

IBMK Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2021, worth a combined $278M — down 0.06% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMK and 10 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 55 added.

The largest buyer was Gateway Advisory, adding an estimated $3.38M. The largest seller was Regions Financial Corp, cutting an estimated $2.41M.

  • 145 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2021, down from 151 in Q3 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2021, down 0.06% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2021 and 13 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2021 was Regions Financial Corp, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2021.