iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
140 hedge funds and large institutions have $256M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 53 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 145 → 140 (-5)
8% less capital invested
Capital invested by funds: $278M → $256M (-$22.4M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
32% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$44.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$870K |
| 5 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.25M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.85M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$2.64M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.53M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.46M |
IBMK Hedge Fund Activity: Q1 2022 in Review
140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2022, worth a combined $256M — down 8.1% from $278M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IBMK and 9 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 36 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $44.8M. The largest seller was Morgan Stanley, cutting an estimated $6.25M.
- 140 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2022, down from 145 in Q4 2021.
- Funds reported $256M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2022 and 13 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $44.8M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2022.