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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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2 hedge funds and large institutions have $205K invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 132 → 2 (-130)

100% less capital invested

Capital invested by funds: $281M → $205K (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 129

Holders
2
Holders Change
-130
Holders Change %
-98.48%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TimeScale Financial
Massachusetts
+$26

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Bank of America
Bank of America
North Carolina
-$31.1M
3
US Bancorp
US Bancorp
Minnesota
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$10.6M
5
NA
NewEdge Advisors
Louisiana
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
– -$3.59M -138,648 Closed
SWM
27
Spire Wealth Management
Virginia
– -$3.13M -120,964 Closed
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
– -$3.1M -119,504 Closed
GA
29
Gateway Advisory
New Jersey
– -$2.98M -114,970 Closed
SCG
30
Sonata Capital Group
Washington
– -$2.82M -108,843 Closed
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
– -$2.58M -99,734 Closed
UBS Group
32
UBS Group
Switzerland
– -$2.5M -96,660 Closed
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
– -$2.5K -96,462 Closed
Jane Street
34
Jane Street
New York
– -$2.16M -83,245 Closed
VF
35
Vista Finance
Missouri
– -$2.14M -82,731 Closed
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
– -$1.99M -76,991 Closed
CIA
37
Covington Investment Advisors
Pennsylvania
– -$1.99M -76,955 Closed
PFM
38
Phillips Financial Management
Indiana
– -$1.94M -74,921 Closed
PWM
39
Praetorian Wealth Management
California
– -$1.94M -74,795 Closed
PAG
40
Private Advisor Group
New Jersey
– -$1.9M -73,162 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$1.63M -63,037 Closed
P
42
Paradiem
Louisiana
– -$1.61M -62,106 Closed
SPA
43
Sentinel Pension Advisors
Massachusetts
– -$1.61M -62,053 Closed
SIC
44
Sigma Investment Counselors
Michigan
– -$1.57M -60,460 Closed
DCM
45
Donaldson Capital Management
Indiana
– -$1.43M -55,065 Closed
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
– -$1.42M -54,921 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
– -$1.26M -48,841 Closed
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
– -$1.26M -48,627 Closed
WTB
49
Washington Trust Bank
Washington
– -$1.23M -47,379 Closed
BRWA
50
B. Riley Wealth Advisors
Florida
– -$1.22M -47,203 Closed
1
2
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IBMK Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2022, worth a combined $205K — down 100% from $281M a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of IBMK and 0 opened new positions — a net loss of 129 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was TimeScale Financial, adding an estimated $26. The largest seller was Wells Fargo, exiting entirely with an estimated $32.2M sold.

  • 2 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2022, down from 132 in Q3 2022.
  • Funds reported $205K of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2022 and 129 closed out, a net change of -129 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2022 was TimeScale Financial, an estimated $26 added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2022.