iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
149 hedge funds and large institutions have $271M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
0% less capital invested
Capital invested by funds: $272M → $271M (-$453K)
3% less funds holding
Funds holding: 153 → 149 (-4)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$4.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.41M |
| 3 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$893K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$756K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.92M |
| 2 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$1.61M |
| 3 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$1.52M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.32M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$977K |
IBMK Hedge Fund Activity: Q2 2021 in Review
149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2021, worth a combined $271M — down 0.17% from $272M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IBMK and 11 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 49 added.
The largest buyer was Stonebridge Capital Advisors, adding an estimated $4.56M. The largest seller was UBS Group, cutting an estimated $3.92M.
- 149 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2021, down from 153 in Q1 2021.
- Funds reported $271M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2021, down 0.17% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2021 and 15 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $4.56M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2021.