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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

1% more funds holding

Funds holding: 149151 (+2)

3% more capital invested

Capital invested by funds: $271M → $278M (+$7.24M)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$1.14M -$118K -4,486 -9%
ANTB
52
AMG National Trust Bank
Colorado
$1.1M
HighTower Advisors
53
HighTower Advisors
Illinois
$1.1M -$9.12K -348 -0.8%
CIA
54
Covington Investment Advisors
Pennsylvania
$1.07M -$10.5K -399 -1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$1.06M
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +39,743 New
FTUS
57
Flow Traders U.S.
New York
$1.02M +$1.02M +38,922 New
TF
58
TLWM Financial
Texas
$937K
ACM
59
Azimuth Capital Management
Michigan
$935K +$13.1K +500 +1%
Creative Planning
60
Creative Planning
Kansas
$935K +$182K +6,958 +24%
JP Morgan Chase
61
JP Morgan Chase
New York
$926K -$64.9K -2,476 -7%
AWM
62
Apollon Wealth Management
South Carolina
$922K +$923K +35,200 New
CDIA
63
Capital Directions Investment Advisors
Georgia
$889K
PA
64
Prism Advisors
California
$878K
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$813K -$15.2K -580 -2%
KPWS
66
Kestra Private Wealth Services
Texas
$807K +$140K +5,338 +21%
Osaic Holdings
67
Osaic Holdings
Arizona
$801K -$76.8K -2,929 -9%
SSB
68
Sandy Spring Bank
Maryland
$775K -$62.3K -2,375 -7%
AWM
69
AllSquare Wealth Management
New York
$767K
IWC
70
Integrated Wealth Concepts
Massachusetts
$746K -$5.14K -196 -0.7%
FNC
71
First National Corp
Massachusetts
$743K
RCAG
72
Rehmann Capital Advisory Group
Michigan
$734K +$48.2K +1,838 +7%
PWM
73
Paulson Wealth Management
Illinois
$708K -$49K -1,868 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$677K +$40.1K +1,530 +6%
KCA
75
Karn Couzens & Associates
Connecticut
$665K

IBMK Hedge Fund Activity: Q3 2021 in Review

151 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2021, worth a combined $278M — up 2.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 7 closed out — a net gain of 2 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.38M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $4.45M.

  • 151 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2021, up from 149 in Q2 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.