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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

128 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126128 (+2)

1% more capital invested

Capital invested by funds: $237M → $239M (+$2.19M)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
51
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$917K +$342K +13,020 +60%
LPT
52
Legacy Private Trust
Wisconsin
$880K +$874K +33,305 New
VA
53
Valmark Advisers
Ohio
$851K +$122K +4,631 +17%
FTUS
54
Flow Traders U.S.
New York
$821K +$815K +31,067 New
CDIA
55
Capital Directions Investment Advisors
Georgia
$820K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$812K +$16.6K +631 +2%
AWM
57
AllSquare Wealth Management
New York
$774K
FNC
58
First National Corp
Massachusetts
$750K +$104K +3,979 +16%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$742K +$123K +4,684 +20%
SSB
60
Sandy Spring Bank
Maryland
$720K +$230K +8,770 +47%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$709K -$43.8K -1,668 -6%
PA
62
Prism Advisors
California
$677K +$70.3K +2,680 +12%
EPP
63
ETF Portfolio Partners
Kansas
$654K +$24.7K +943 +4%
DP
64
Denver PWM
Colorado
$644K +$2.33K +89 +0.4%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$636K +$210K +8,000 +50%
Ameriprise
66
Ameriprise
Minnesota
$622K +$49.3K +1,877 +9%
SW
67
SlateStone Wealth
Florida
$568K
SIC
68
Sigma Investment Counselors
Michigan
$560K
MA
69
MCF Advisors
Kentucky
$552K +$1.94K +74 +0.4%
Osaic Holdings
70
Osaic Holdings
Arizona
$542K -$60.1K -2,290 -10%
DC
71
Davenport & Co
Virginia
$532K
TTWM
72
TCV Trust & Wealth Management
Virginia
$498K -$88.6K -3,375 -15%
WI
73
WrapManager Inc
California
$497K +$103K +3,918 +26%
PWS
74
Peloton Wealth Strategists
Indiana
$489K +$26.2K +1,000 +6%
AFP
75
Ausdal Financial Partners
Iowa
$477K +$1.02K +39 +0.2%

IBMK Hedge Fund Activity: Q2 2020 in Review

128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2020, worth a combined $239M — up 0.92% from $237M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMK positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $12M. The largest seller was Jane Street, exiting entirely with an estimated $11.1M sold.

  • 128 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2020, up from 126 in Q1 2020.
  • Funds reported $239M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2020, up 0.92% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2020 was GW Henssler & Associates, an estimated $12M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.