iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
121 hedge funds and large institutions have $244M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
211% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 18
16% more funds holding
Funds holding: 104 → 121 (+17)
11% more capital invested
Capital invested by funds: $221M → $244M (+$23.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.33M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$2.81M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.9M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.26M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$627K |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$425K |
| 3 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$395K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$366K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$303K |
IBMK Hedge Fund Activity: Q4 2019 in Review
121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2019, worth a combined $244M — up 11% from $221M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBMK positions and 5 closed out — a net gain of 21 holders — while 56 added to existing stakes and 18 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $3.33M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $627K sold.
- 121 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2019, up from 104 in Q3 2019.
- Funds reported $244M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2019, up 11% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2019 and 5 closed out, a net change of +21 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $3.33M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $627K sold.
Based on aggregated 13F filings for Q4 2019.