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

104 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 13

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $204M → $221M (+$17.3M)

5% more funds holding

Funds holding: 99 → 104 (+5)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
51
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$3.82M
2
Morgan Stanley
Morgan Stanley
New York
+$3.81M
3
Bank of America
Bank of America
North Carolina
+$2.96M
4
GWA
Guidant Wealth Advisors
Illinois
+$1.16M
5
UCFA
United Capital Financial Advisors
Texas
+$987K

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.33M
2
Jane Street
Jane Street
New York
-$1.17M
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$632K
4
ADL
Asset Dedication LLC
California
-$547K
5
RJA
Raymond James & Associates
Florida
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
51
Denver PWM
Colorado
$662K +$760 +29 +0.1%
BA
52
Boston Advisors
Massachusetts
$657K -$22.3K -851 -3%
VA
53
Valmark Advisers
Ohio
$650K +$224K +8,545 +52%
FNC
54
First National Corp
Massachusetts
$638K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$627K +$629K +24,003 New
MA
56
MCF Advisors
Kentucky
$593K +$2.15K +82 +0.4%
AWM
57
Alterna Wealth Management
Texas
$559K +$143K +5,450 +34%
WI
58
WrapManager Inc
California
$556K -$14.1K -537 -2%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$537K – – –
EPP
60
ETF Portfolio Partners
Kansas
$522K – – –
Ameriprise
61
Ameriprise
Minnesota
$495K +$5.48K +209 +1%
DC
62
Davenport & Co
Virginia
$488K – – –
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$463K – – –
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$460K +$134K +5,113 +41%
APA
65
American Portfolios Advisors
New York
$458K – – –
SWP
66
Stratos Wealth Partners
Ohio
$417K +$39.4K +1,503 +10%
OIA
67
OneDigital Investment Advisors
Kansas
$415K +$416K +15,875 New
ADL
68
Asset Dedication LLC
California
$414K -$547K -20,883 -57%
PWS
69
Peloton Wealth Strategists
Indiana
$379K +$380K +14,500 New
AFP
70
Ausdal Financial Partners
Iowa
$375K +$917 +35 +0.2%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$355K +$97.6K +3,726 +38%
FTUS
72
Flow Traders U.S.
New York
$352K +$353K +13,472 New
SSB
73
Sandy Spring Bank
Maryland
$335K +$31.4K +1,200 +10%
SB
74
Simmons Bank
Arkansas
$330K – – –
AIP
75
Ameritas Investment Partners
Nebraska
$324K +$26 +1 +0%
1 2
3
4 5

IBMK Hedge Fund Activity: Q3 2019 in Review

104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2019, worth a combined $221M — up 8.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMK positions and 8 closed out — a net gain of 5 holders — while 51 added to existing stakes and 13 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $3.82M. The largest seller was Confluence Investment Management, cutting an estimated $3.33M.

  • 104 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2019, up from 99 in Q2 2019.
  • Funds reported $221M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2019, up 8.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2019 and 8 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2019 was AssetMark Inc, an estimated $3.82M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2019 was Confluence Investment Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2019.