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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

128 hedge funds and large institutions have $239M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 126128 (+2)

1% more capital invested

Capital invested by funds: $237M → $239M (+$2.19M)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
51
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
76
Cedar Brook Financial Partners
Ohio
$466K -$201K -7,641 -30%
MML Investors Services
77
MML Investors Services
Massachusetts
$466K +$463K +17,627 New
SWP
78
Stratos Wealth Partners
Ohio
$448K -$26 -1 -0%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$438K -$5.65M -215,219 -93%
DCM
80
Donaldson Capital Management
Indiana
$436K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$426K +$144K +5,495 +52%
IWC
82
Integrated Wealth Concepts
Massachusetts
$420K +$102K +3,872 +32%
FFW
83
Fusion Family Wealth
New York
$407K -$3.92M -149,225 -91%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$405K
RHP
85
Royal Harbor Partners
Texas
$395K -$133K -5,077 -25%
ADL
86
Asset Dedication LLC
California
$393K -$91.2K -3,477 -19%
NA
87
NewEdge Advisors
Louisiana
$383K -$486K -18,538 -56%
BlackRock
88
BlackRock
New York
$381K +$65.2K +2,486 +21%
BWM
89
BCS Wealth Management
Tennessee
$379K
AWM
90
Alterna Wealth Management
Texas
$377K -$72.1K -2,749 -16%
PP
91
Palladium Partners
Virginia
$334K -$3.54K -135 -1%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$317K -$205K -7,794 -39%
AIP
93
Ameritas Investment Partners
Nebraska
$315K
NC
94
NovaPoint Capital
Georgia
$307K +$24.8K +945 +9%
Truist Financial
95
Truist Financial
North Carolina
$288K -$124K -4,725 -30%
KCM
96
Kathmere Capital Management
Pennsylvania
$279K +$761 +29 +0.3%
LF
97
Lee Financial
Texas
$269K
WIC
98
Whitegate Investment Counselors
New Hampshire
$265K +$49.9K +1,900 +23%
EA
99
Emerald Advisors
Washington
$264K
KA
100
Klingman & Associates
New York
$251K -$17.3K -660 -6%

IBMK Hedge Fund Activity: Q2 2020 in Review

128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2020, worth a combined $239M — up 0.92% from $237M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMK positions and 9 closed out — a net gain of 3 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $12M. The largest seller was Jane Street, exiting entirely with an estimated $11.1M sold.

  • 128 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2020, up from 126 in Q1 2020.
  • Funds reported $239M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2020, up 0.92% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2020 and 9 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2020 was GW Henssler & Associates, an estimated $12M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2020.