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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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2 hedge funds and large institutions have $205K invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 132 → 2 (-130)

100% less capital invested

Capital invested by funds: $281M → $205K (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 129

Holders
2
Holders Change
-130
Holders Change %
-98.48%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TimeScale Financial
Massachusetts
+$26

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Bank of America
Bank of America
North Carolina
-$31.1M
3
US Bancorp
US Bancorp
Minnesota
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$10.6M
5
NA
NewEdge Advisors
Louisiana
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
51
Avantax Planning Partners
Iowa
– -$1.2M -46,438 Closed
CTC
52
Central Trust Company
Missouri
– -$1.18M -45,625 Closed
RFC
53
Regions Financial Corp
Alabama
– -$1.13M -43,622 Closed
ANTB
54
AMG National Trust Bank
Colorado
– -$1.09M -42,175 Closed
BPA
55
Beacon Pointe Advisors
California
– -$1.08M -41,799 Closed
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
– -$1.07M -41,392 Closed
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
– -$1.05M -40,560 Closed
KPWS
58
Kestra Private Wealth Services
Texas
– -$1.04M -40,336 Closed
EWA
59
EP Wealth Advisors
California
– -$933K -36,027 Closed
BSAM
60
Blue Square Asset Management
New York
– -$931K -35,942 Closed
FAM
61
Forte Asset Management
New York
– -$917K -35,400 Closed
VA
62
Valmark Advisers
Ohio
– -$902K -34,836 Closed
AWM
63
Apollon Wealth Management
South Carolina
– -$891K -34,400 Closed
PA
64
Prism Advisors
California
– -$811K -31,321 Closed
EA
65
Emerald Advisors
Washington
– -$710K -27,420 Closed
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
– -$694K -26,809 Closed
Stifel Financial
67
Stifel Financial
Missouri
– -$664K -25,620 Closed
SSB
68
Sandy Spring Bank
Maryland
– -$653K -25,230 Closed
EPP
69
ETF Portfolio Partners
Kansas
– -$641K -24,746 Closed
TWM
70
Tradition Wealth Management
Minnesota
– -$623K -24,051 Closed
PGAM
71
Princeton Global Asset Management
New Jersey
– -$603K -23,265 Closed
SC
72
Seldon Capital
California
– -$601K -23,197 Closed
RHP
73
Royal Harbor Partners
Texas
– -$573K -22,120 Closed
SW
74
SlateStone Wealth
Florida
– -$557K -21,510 Closed
Baird Financial Group
75
Baird Financial Group
Wisconsin
– -$550K -21,220 Closed
1 2
3
4 5

IBMK Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2022, worth a combined $205K — down 100% from $281M a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of IBMK and 0 opened new positions — a net loss of 129 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was TimeScale Financial, adding an estimated $26. The largest seller was Wells Fargo, exiting entirely with an estimated $32.2M sold.

  • 2 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2022, down from 132 in Q3 2022.
  • Funds reported $205K of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2022 and 129 closed out, a net change of -129 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2022 was TimeScale Financial, an estimated $26 added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2022.