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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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132 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 128 → 132 (+4)

1% more capital invested

Capital invested by funds: $239M → $242M (+$2.99M)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
59
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.42M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.98M
3
Wells Fargo
Wells Fargo
California
+$2.59M
4
US Bancorp
US Bancorp
Minnesota
+$2.04M
5
LIM
Leavell Investment Management
Alabama
+$892K

Top Sellers

Rank Fund Capital Flow
1
GHA
GW Henssler & Associates
Georgia
-$11.7M
2
AssetMark Inc
AssetMark Inc
California
-$6.19M
3
UBS Group
UBS Group
Switzerland
-$805K
4
DP
Denver PWM
Colorado
-$644K
5
GPA
Guidance Point Advisors
Massachusetts
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$488K +$488K +18,416 New
GG
77
Gofen & Glossberg
Illinois
$474K +$474K +17,875 New
AFP
78
Ausdal Financial Partners
Iowa
$470K -$8.56K -323 -2%
PWS
79
Peloton Wealth Strategists
Indiana
$464K -$26.5K -1,000 -5%
GHA
80
GW Henssler & Associates
Georgia
$458K -$11.7M -439,971 -96%
SWP
81
Stratos Wealth Partners
Ohio
$449K – – –
TTWM
82
TCV Trust & Wealth Management
Virginia
$447K -$53K -2,000 -11%
DCM
83
Donaldson Capital Management
Indiana
$437K – – –
MML Investors Services
84
MML Investors Services
Massachusetts
$420K -$47.1K -1,779 -10%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$399K -$27.8K -1,048 -7%
AWM
86
Alterna Wealth Management
Texas
$399K +$21.1K +798 +6%
NA
87
NewEdge Advisors
Louisiana
$391K +$7.34K +277 +2%
BWM
88
BCS Wealth Management
Tennessee
$380K – – –
Baird Financial Group
89
Baird Financial Group
Wisconsin
$368K +$50.3K +1,900 +16%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$367K +$367K +13,845 New
Luther King Capital Management (LKCM)
91
Luther King Capital Management (LKCM)
Texas
$357K – – –
CB
92
Commerce Bank
Missouri
$351K +$351K +13,250 New
PP
93
Palladium Partners
Virginia
$348K +$12.7K +480 +4%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$324K -$115K -4,357 -26%
BlackRock
95
BlackRock
New York
$316K -$65.8K -2,485 -17%
AIP
96
Ameritas Investment Partners
Nebraska
$316K – – –
NC
97
NovaPoint Capital
Georgia
$308K – – –
KCM
98
Kathmere Capital Management
Pennsylvania
$281K +$742 +28 +0.3%
LF
99
Lee Financial
Texas
$270K – – –
EA
100
Emerald Advisors
Washington
$266K +$901 +34 +0.3%
2 3
4
5 6

IBMK Hedge Fund Activity: Q3 2020 in Review

132 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2020, worth a combined $242M — up 1.2% from $239M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMK positions and 7 closed out — a net gain of 4 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was GW Henssler & Associates, cutting an estimated $11.7M.

  • 132 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2020, up from 128 in Q2 2020.
  • Funds reported $242M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2020, up 1.2% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2020 and 7 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $5.42M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2020 was GW Henssler & Associates, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2020.