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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

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

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143 hedge funds and large institutions have $313M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $256M → $313M (+$57.7M)

2% more funds holding

Funds holding: 140 → 143 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$20.3M
2
NA
NewEdge Advisors
Louisiana
+$6.72M
3
Bank of America
Bank of America
North Carolina
+$5.63M
4
ACK
Andrew C. Karlinski
+$4.74M
5
ADL
Asset Dedication LLC
California
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$44.7M
2
SWM
Spire Wealth Management
Virginia
-$1.71M
3
NWM
Northcape Wealth Management
New York
-$1.27M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1M
5
FNC
First National Corp
Massachusetts
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.34M +$593K +22,891 +79%
BRWA
52
B. Riley Wealth Advisors
Florida
$1.29M +$212K +8,195 +20%
APP
53
Avantax Planning Partners
Iowa
$1.2M – – –
ANTB
54
AMG National Trust Bank
Colorado
$1.09M – – –
KPWS
55
Kestra Private Wealth Services
Texas
$1.06M -$89K -3,434 -8%
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$1.05M – – –
EWA
58
EP Wealth Advisors
California
$1.01M -$248K -9,585 -20%
AWM
59
Apollon Wealth Management
South Carolina
$990K – – –
VA
60
Valmark Advisers
Ohio
$964K -$222K -8,564 -19%
FTUS
61
Flow Traders U.S.
New York
$939K +$576K +22,226 +158%
BPA
62
Beacon Pointe Advisors
California
$931K -$330K -12,752 -26%
BSAM
63
Blue Square Asset Management
New York
$931K +$931K +35,942 New
TF
64
TLWM Financial
Texas
$926K – – –
FAM
65
Forte Asset Management
New York
$917K +$917K +35,400 New
PA
66
Prism Advisors
California
$812K -$56.9K -2,197 -7%
SSB
67
Sandy Spring Bank
Maryland
$795K – – –
AWM
68
AllSquare Wealth Management
New York
$759K – – –
WTB
69
Washington Trust Bank
Washington
$735K +$274K +10,558 +59%
CDIA
70
Capital Directions Investment Advisors
Georgia
$728K – – –
APA
71
American Portfolios Advisors
New York
$670K -$297K -11,465 -31%
EPP
72
ETF Portfolio Partners
Kansas
$641K – – –
AWS
73
Atria Wealth Solutions
New York
$626K -$77.7K -3,000 -11%
TWM
74
Tradition Wealth Management
Minnesota
$623K +$500K +19,287 +405%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$614K -$51.8K -2,000 -8%
1 2
3
4 5

IBMK Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2022, worth a combined $313M — up 23% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 9 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.3M. The largest seller was CFS Investment Advisory Services, cutting an estimated $44.7M.

  • 143 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $313M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2022 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2022.