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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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143 hedge funds and large institutions have $313M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $256M → $313M (+$57.7M)

2% more funds holding

Funds holding: 140 → 143 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$20.3M
2
NA
NewEdge Advisors
Louisiana
+$6.72M
3
Bank of America
Bank of America
North Carolina
+$5.63M
4
ACK
Andrew C. Karlinski
+$4.74M
5
ADL
Asset Dedication LLC
California
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$44.7M
2
SWM
Spire Wealth Management
Virginia
-$1.71M
3
NWM
Northcape Wealth Management
New York
-$1.27M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1M
5
FNC
First National Corp
Massachusetts
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$3.4M +$2.05M +79,186 +152%
VF
27
Vista Finance
Missouri
$3.4M +$3.4M +131,025 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.23M -$292K -11,275 -8%
SCG
29
Sonata Capital Group
Washington
$2.82M – – –
RJA
30
Raymond James & Associates
Florida
$2.8M +$1.62M +62,503 +138%
SPA
31
Sentinel Pension Advisors
Massachusetts
$2.77M +$235K +9,070 +9%
UBS Group
32
UBS Group
Switzerland
$2.75M -$433K -16,717 -14%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.6M +$93.1K +3,592 +4%
Stifel Financial
34
Stifel Financial
Missouri
$2.31M +$20.6K +796 +0.9%
PWM
35
Praetorian Wealth Management
California
$2.24M -$86.9K -3,352 -4%
PAG
36
Private Advisor Group
New Jersey
$2.16M -$6.09K -235 -0.3%
PSIWM
37
Paradigm Strategies in Wealth Management
Minnesota
$2M +$160K +6,167 +9%
PFM
38
Phillips Financial Management
Indiana
$1.94M – – –
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$1.89M -$243K -9,384 -11%
CTC
40
Central Trust Company
Missouri
$1.83M -$448K -17,300 -20%
Jane Street
41
Jane Street
New York
$1.83M +$1.29M +49,655 +237%
BF
42
BOK Financial
Oklahoma
$1.79M – – –
CIA
43
Covington Investment Advisors
Pennsylvania
$1.75M -$7.8K -301 -0.4%
Creative Planning
44
Creative Planning
Kansas
$1.72M +$1.19M +46,063 +228%
CIAS
45
CFS Investment Advisory Services
New Jersey
$1.69M -$44.7M -1,726,171 -96%
P
46
Paradiem
Louisiana
$1.61M -$18.5K -713 -1%
FPS
47
Fieldpoint Private Securities
Connecticut
$1.6M – – –
SIC
48
Sigma Investment Counselors
Michigan
$1.58M – – –
DCM
49
Donaldson Capital Management
Indiana
$1.43M – – –
Ameriprise
50
Ameriprise
Minnesota
$1.35M +$99.6K +3,843 +8%
1
2
3 4 5

IBMK Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2022, worth a combined $313M — up 23% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 9 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.3M. The largest seller was CFS Investment Advisory Services, cutting an estimated $44.7M.

  • 143 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $313M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2022 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2022.