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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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132 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 143 → 132 (-11)

10% less capital invested

Capital invested by funds: $313M → $281M (-$32.7M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
35
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$43.9M
2
PI
PFS Investments
Georgia
+$3.27M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.5M
4
NA
NewEdge Advisors
Louisiana
+$2.4M
5
Ameriprise
Ameriprise
Minnesota
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
-$5.23M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.15M
3
Morgan Stanley
Morgan Stanley
New York
-$3.67M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$3.65M
5
Wells Fargo
Wells Fargo
California
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$1.08M +$152K +5,878 +16%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.07M +$790K +30,519 +281%
REMPR
53
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
KPWS
54
Kestra Private Wealth Services
Texas
$1.04M -$10.5K -405 -1%
EWA
55
EP Wealth Advisors
California
$933K -$77.9K -3,009 -8%
BSAM
56
Blue Square Asset Management
New York
$931K – – –
FAM
57
Forte Asset Management
New York
$917K – – –
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$917K – – –
VA
59
Valmark Advisers
Ohio
$902K -$61.6K -2,379 -6%
AWM
60
Apollon Wealth Management
South Carolina
$891K -$98.4K -3,800 -10%
PA
61
Prism Advisors
California
$811K – – –
CDIA
62
Capital Directions Investment Advisors
Georgia
$728K -$727K -28,098 Closed
EA
63
Emerald Advisors
Washington
$710K +$150K +5,800 +27%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$694K +$153K +5,915 +28%
Stifel Financial
65
Stifel Financial
Missouri
$664K -$1.64M -63,398 -71%
SSB
66
Sandy Spring Bank
Maryland
$653K -$141K -5,440 -18%
EPP
67
ETF Portfolio Partners
Kansas
$641K – – –
TWM
68
Tradition Wealth Management
Minnesota
$623K +$155 +6 +0%
PGAM
69
Princeton Global Asset Management
New Jersey
$603K +$155 +6 +0%
SC
70
Seldon Capital
California
$601K – – –
RHP
71
Royal Harbor Partners
Texas
$573K +$573K +22,120 New
SW
72
SlateStone Wealth
Florida
$557K – – –
Baird Financial Group
73
Baird Financial Group
Wisconsin
$550K – – –
MA
74
MCF Advisors
Kentucky
$535K +$1.48K +57 +0.3%
Creative Planning
75
Creative Planning
Kansas
$534K -$1.18M -45,690 -69%
1 2
3
4 5

IBMK Hedge Fund Activity: Q3 2022 in Review

132 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2022, worth a combined $281M — down 10% from $313M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBMK and 10 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $43.9M. The largest seller was Gateway Advisory, cutting an estimated $5.23M.

  • 132 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2022, down from 143 in Q2 2022.
  • Funds reported $281M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2022 and 17 closed out, a net change of -7 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $43.9M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2022 was Gateway Advisory, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2022.