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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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104 hedge funds and large institutions have $221M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 13

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $204M → $221M (+$17.3M)

5% more funds holding

Funds holding: 99 → 104 (+5)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
51
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$3.82M
2
Morgan Stanley
Morgan Stanley
New York
+$3.81M
3
Bank of America
Bank of America
North Carolina
+$2.96M
4
GWA
Guidant Wealth Advisors
Illinois
+$1.16M
5
UCFA
United Capital Financial Advisors
Texas
+$987K

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.33M
2
Jane Street
Jane Street
New York
-$1.17M
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$632K
4
ADL
Asset Dedication LLC
California
-$547K
5
RJA
Raymond James & Associates
Florida
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
76
BlackRock
New York
$313K – – –
IWC
77
Integrated Wealth Concepts
Massachusetts
$309K +$39.8K +1,520 +15%
KA
78
Klingman & Associates
New York
$292K +$7.86K +300 +3%
Citadel Advisors
79
Citadel Advisors
Florida
$288K +$289K +11,015 New
LF
80
Lee Financial
Texas
$266K – – –
FAIM
81
Financial Advocates Investment Management
Washington
$236K – – –
AEPG
82
American Economic Planning Group
New Jersey
$236K +$236K +9,019 New
BTS
83
BB&T Securities
Virginia
$230K +$4.06K +155 +2%
SIC
84
Sigma Investment Counselors
Michigan
$227K +$228K +8,690 New
CIA
85
Capital Investment Advisors
Georgia
$220K – – –
B
86
Bridgeworth
Alabama
$218K – – –
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$212K +$31K +1,182 +17%
1IA
88
1834 Investment Advisors
Wisconsin
$209K – – –
AG
89
Advisor Group
Arizona
$205K – – –
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$203K +$204K +7,798 New
FCA
91
FinTrust Capital Advisors
South Carolina
$168K – – –
VCM
92
Vigilant Capital Management
Maine
$114K +$6.81K +260 +6%
FAAS
93
First Allied Advisory Services
California
$105K +$105K +4,023 New
SPIA
94
Steward Partners Investment Advisory
New York
$67K – – –
AF
95
Advisornet Financial
Minnesota
$55K -$27.4K -1,045 -33%
AIC
96
Archer Investment Corporation
Indiana
$52K – – –
AIC
97
Ameritas Investment Company
Nebraska
$44K +$44.3K +1,691 New
TF
98
TimeScale Financial
Massachusetts
$34K -$56K -2,137 -62%
IA
99
IFP Advisors
Florida
$28K +$29K +1,107 New
VNA
100
Valley National Advisers
Pennsylvania
$26K +$105 +4 +0.4%
1 2 3
4
5

IBMK Hedge Fund Activity: Q3 2019 in Review

104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2019, worth a combined $221M — up 8.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMK positions and 8 closed out — a net gain of 5 holders — while 51 added to existing stakes and 13 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $3.82M. The largest seller was Confluence Investment Management, cutting an estimated $3.33M.

  • 104 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2019, up from 99 in Q2 2019.
  • Funds reported $221M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2019, up 8.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2019 and 8 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2019 was AssetMark Inc, an estimated $3.82M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2019 was Confluence Investment Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2019.