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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

126 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

4% more funds holding

Funds holding: 121126 (+5)

3% less capital invested

Capital invested by funds: $244M → $237M (-$6.94M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
47
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$475K -$68.1K -2,603 -12%
AFP
77
Ausdal Financial Partners
Iowa
$471K +$1.57K +60 +0.3%
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$460K
PWS
79
Peloton Wealth Strategists
Indiana
$455K
AWM
80
Alterna Wealth Management
Texas
$442K -$40.5K -1,549 -8%
SWP
81
Stratos Wealth Partners
Ohio
$441K -$52.3K -2,000 -11%
DCM
82
Donaldson Capital Management
Indiana
$429K +$431K +16,489 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$418K +$59.4K +2,270 +16%
Truist Financial
84
Truist Financial
North Carolina
$407K +$14.8K +567 +4%
WI
85
WrapManager Inc
California
$387K -$132K -5,065 -25%
BWM
86
BCS Wealth Management
Tennessee
$373K
PP
87
Palladium Partners
Virginia
$332K -$9.03K -345 -3%
IWC
88
Integrated Wealth Concepts
Massachusetts
$312K -$23.9K -914 -7%
AIP
89
Ameritas Investment Partners
Nebraska
$310K
BlackRock
90
BlackRock
New York
$310K +$13.1K +500 +4%
SB
91
Simmons Bank
Arkansas
$309K -$18.8K -720 -6%
NC
92
NovaPoint Capital
Georgia
$278K -$35K -1,339 -11%
KCM
93
Kathmere Capital Management
Pennsylvania
$274K +$497 +19 +0.2%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$273K -$305K -11,659 -52%
LF
95
Lee Financial
Texas
$265K
KA
96
Klingman & Associates
New York
$264K +$18.3K +700 +7%
EA
97
Emerald Advisors
Washington
$262K
COF
98
Capital One Financial
Virginia
$244K +$245K +9,379 New
WA
99
Wealthstar Advisors
Texas
$225K +$226K +8,646 New
CIA
100
Capital Investment Advisors
Georgia
$223K

IBMK Hedge Fund Activity: Q1 2020 in Review

126 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2020, worth a combined $237M — down 2.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was HighTower Advisors, cutting an estimated $12.2M.

  • 126 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $237M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2020, down 2.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2020 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $11.2M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2020.