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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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140 hedge funds and large institutions have $256M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 145 → 140 (-5)

8% less capital invested

Capital invested by funds: $278M → $256M (-$22.4M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

32% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 53

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$44.8M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.45M
3
Bank of America
Bank of America
North Carolina
+$1.65M
4
LPT
Legacy Private Trust
Wisconsin
+$870K
5
CIA
Covington Investment Advisors
Pennsylvania
+$646K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.25M
2
Stifel Financial
Stifel Financial
Missouri
-$2.85M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.64M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.53M -$31.1K -1,196 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.51M +$82.4K +3,170 +3%
PWM
28
Praetorian Wealth Management
California
$2.33M -$211K -8,123 -8%
Stifel Financial
29
Stifel Financial
Missouri
$2.29M -$2.85M -109,523 -55%
CTC
30
Central Trust Company
Missouri
$2.28M -$8.44K -325 -0.4%
PAG
31
Private Advisor Group
New Jersey
$2.17M -$1.01M -38,865 -32%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$2.13M +$203K +7,812 +10%
PFM
33
Phillips Financial Management
Indiana
$1.94M – – –
PSIWM
34
Paradigm Strategies in Wealth Management
Minnesota
$1.84M -$498K -19,166 -21%
BF
35
BOK Financial
Oklahoma
$1.79M – – –
CIA
36
Covington Investment Advisors
Pennsylvania
$1.76M +$646K +24,865 +58%
P
37
Paradiem
Louisiana
$1.63M – – –
FPS
38
Fieldpoint Private Securities
Connecticut
$1.6M – – –
SIC
39
Sigma Investment Counselors
Michigan
$1.58M -$7.79K -300 -0.5%
DCM
40
Donaldson Capital Management
Indiana
$1.43M +$15K +576 +1%
RFC
41
Regions Financial Corp
Alabama
$1.35M -$112K -4,296 -8%
FC
42
Ferris Capital
Massachusetts
$1.34M -$89.2K -3,432 -6%
NWM
43
Northcape Wealth Management
New York
$1.27M -$65K -2,502 -5%
BPA
44
Beacon Pointe Advisors
California
$1.26M +$411K +15,814 +48%
EWA
45
EP Wealth Advisors
California
$1.26M -$81.5K -3,137 -6%
Ameriprise
46
Ameriprise
Minnesota
$1.25M +$45.8K +1,761 +4%
APP
47
Avantax Planning Partners
Iowa
$1.2M – – –
VA
48
Valmark Advisers
Ohio
$1.19M +$21.4K +822 +2%
RJA
49
Raymond James & Associates
Florida
$1.18M -$33.8K -1,300 -3%
KPWS
50
Kestra Private Wealth Services
Texas
$1.15M -$507K -19,533 -31%
1
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IBMK Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2022, worth a combined $256M — down 8.1% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMK and 9 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 36 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $6.25M.

  • 140 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2022, down from 145 in Q4 2021.
  • Funds reported $256M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2022 and 13 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $44.8M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2022.