We are live on ! Find out more
IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

IBMK was delisted on the 1st of December, 2022.

Back to rankings

132 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 143 → 132 (-11)

10% less capital invested

Capital invested by funds: $313M → $281M (-$32.7M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
35
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$43.9M
2
PI
PFS Investments
Georgia
+$3.27M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.5M
4
NA
NewEdge Advisors
Louisiana
+$2.4M
5
Ameriprise
Ameriprise
Minnesota
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
-$5.23M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.15M
3
Morgan Stanley
Morgan Stanley
New York
-$3.67M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$3.65M
5
Wells Fargo
Wells Fargo
California
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
26
Sonata Capital Group
Washington
$2.82M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.58M -$16K -617 -0.6%
UBS Group
28
UBS Group
Switzerland
$2.5M -$244K -9,420 -9%
Jane Street
29
Jane Street
New York
$2.16M +$328K +12,661 +18%
VF
30
Vista Finance
Missouri
$2.14M -$1.25M -48,294 -37%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$1.99M – – –
CIA
32
Covington Investment Advisors
Pennsylvania
$1.99M +$243K +9,400 +14%
PFM
33
Phillips Financial Management
Indiana
$1.94M – – –
PWM
34
Praetorian Wealth Management
California
$1.94M -$301K -11,644 -13%
PAG
35
Private Advisor Group
New Jersey
$1.9M -$269K -10,376 -12%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.76M +$43.9M +1,695,718 +2,598%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.63M +$1.63M +63,037 New
P
38
Paradiem
Louisiana
$1.61M – – –
SPA
39
Sentinel Pension Advisors
Massachusetts
$1.61M -$1.16M -44,738 -42%
SIC
40
Sigma Investment Counselors
Michigan
$1.57M -$18.1K -700 -1%
DCM
41
Donaldson Capital Management
Indiana
$1.43M – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.42M +$808K +31,206 +132%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.26M -$76.1K -2,940 -6%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$1.26M -$631K -24,359 -33%
WTB
45
Washington Trust Bank
Washington
$1.23M +$492K +19,019 +67%
BRWA
46
B. Riley Wealth Advisors
Florida
$1.22M -$67.4K -2,605 -5%
APP
47
Avantax Planning Partners
Iowa
$1.2M – – –
CTC
48
Central Trust Company
Missouri
$1.18M -$652K -25,180 -36%
RFC
49
Regions Financial Corp
Alabama
$1.13M -$2.27M -87,778 -67%
ANTB
50
AMG National Trust Bank
Colorado
$1.09M – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q3 2022 in Review

132 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2022, worth a combined $281M — down 10% from $313M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBMK and 10 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $43.9M. The largest seller was Gateway Advisory, cutting an estimated $5.23M.

  • 132 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2022, down from 143 in Q2 2022.
  • Funds reported $281M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2022 and 17 closed out, a net change of -7 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $43.9M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2022 was Gateway Advisory, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2022.