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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

126 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

4% more funds holding

Funds holding: 121126 (+5)

3% less capital invested

Capital invested by funds: $244M → $237M (-$6.94M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
47
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
51
Guidance Point Advisors
Massachusetts
$969K +$1.36K +52 +0.1%
CIA
52
Covington Investment Advisors
Pennsylvania
$937K -$9.94K -380 -1%
RFC
53
Regions Financial Corp
Alabama
$870K +$19.9K +760 +2%
NA
54
NewEdge Advisors
Louisiana
$859K -$3.25M -124,063 -79%
CDIA
55
Capital Directions Investment Advisors
Georgia
$808K +$71.9K +2,750 +10%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$783K +$48.7K +1,861 +7%
AWM
57
AllSquare Wealth Management
New York
$762K
RCAG
58
Rehmann Capital Advisory Group
Michigan
$741K +$746K +28,504 New
VA
59
Valmark Advisers
Ohio
$717K +$63.1K +2,413 +10%
CBFP
60
Cedar Brook Financial Partners
Ohio
$657K -$78.7K -3,008 -11%
DP
61
Denver PWM
Colorado
$627K -$31.4K -1,199 -5%
EPP
62
ETF Portfolio Partners
Kansas
$619K
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$608K +$98.8K +3,776 +19%
PA
64
Prism Advisors
California
$596K +$600K +22,929 New
Osaic Holdings
65
Osaic Holdings
Arizona
$592K +$597K +22,814 New
TTWM
66
TCV Trust & Wealth Management
Virginia
$579K -$105K -4,000 -15%
Ameriprise
67
Ameriprise
Minnesota
$566K -$14.5K -555 -2%
APA
68
American Portfolios Advisors
New York
$564K +$25K +955 +5%
SW
69
SlateStone Wealth
Florida
$559K
SIC
70
Sigma Investment Counselors
Michigan
$551K +$157K +6,000 +39%
MA
71
MCF Advisors
Kentucky
$542K -$51.3K -1,963 -9%
DC
72
Davenport & Co
Virginia
$524K +$1.31K +50 +0.2%
RHP
73
Royal Harbor Partners
Texas
$521K +$117K +4,482 +29%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$515K -$19.4K -741 -4%
SSB
75
Sandy Spring Bank
Maryland
$481K +$77.4K +2,960 +19%

IBMK Hedge Fund Activity: Q1 2020 in Review

126 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2020, worth a combined $237M — down 2.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was HighTower Advisors, cutting an estimated $12.2M.

  • 126 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $237M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2020, down 2.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2020 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $11.2M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2020.