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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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151 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

1% more funds holding

Funds holding: 149 → 151 (+2)

3% more capital invested

Capital invested by funds: $271M → $278M (+$7.24M)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
49
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.38M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.87M
3
Stifel Financial
Stifel Financial
Missouri
+$1.49M
4
Truist Financial
Truist Financial
North Carolina
+$1.47M
5
FC
Ferris Capital
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$4.45M
2
EC
Estate Counselors
Wisconsin
-$2.75M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.66M
4
BPA
Beacon Pointe Advisors
California
-$1.63M
5
Mariner
Mariner
Kansas
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
76
ETF Portfolio Partners
Kansas
$648K – – –
EC
77
Estate Counselors
Wisconsin
$608K -$2.75M -104,775 -82%
LF
78
Lantz Financial
Illinois
$597K – – –
CCA
79
Childress Capital Advisors
Texas
$573K – – –
SW
80
SlateStone Wealth
Florida
$563K – – –
AIP
81
Ameritas Investment Partners
Nebraska
$537K +$104K +3,960 +24%
MA
82
MCF Advisors
Kentucky
$535K -$19.4K -741 -4%
MML Investors Services
83
MML Investors Services
Massachusetts
$533K -$48.5K -1,852 -8%
IWM
84
IHT Wealth Management
Illinois
$530K +$268K +10,220 +102%
PGAM
85
Princeton Global Asset Management
New Jersey
$524K +$155K +5,909 +42%
FAFN
86
First Affirmative Financial Network
Colorado
$522K +$523K +19,948 New
AWM
87
Altium Wealth Management
New York
$521K +$26.1K +997 +5%
WIC
88
Whitegate Investment Counselors
New Hampshire
$517K – – –
GG
89
Gofen & Glossberg
Illinois
$514K -$52.4K -2,000 -9%
BF
90
BOK Financial
Oklahoma
$503K +$504K +19,209 New
ADL
91
Asset Dedication LLC
California
$501K -$29.5K -1,126 -6%
ASN
92
Advisory Services Network
Georgia
$477K +$25.8K +986 +6%
CBFP
93
Cedar Brook Financial Partners
Ohio
$464K +$472 +18 +0.1%
AFP
94
Ausdal Financial Partners
Iowa
$455K +$760 +29 +0.2%
CSPAM
95
Cary Street Partners Asset Management
Virginia
$454K +$3.43K +131 +0.8%
SWP
96
Stratos Wealth Partners
Ohio
$450K – – –
GPA
97
Guidance Point Advisors
Massachusetts
$450K +$865 +33 +0.2%
CAN
98
Cetera Advisor Networks
California
$439K – – –
TTWM
99
TCV Trust & Wealth Management
Virginia
$415K – – –
GHA
100
GW Henssler & Associates
Georgia
$384K -$2.12K -81 -0.5%
2 3
4
5 6

IBMK Hedge Fund Activity: Q3 2021 in Review

151 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2021, worth a combined $278M — up 2.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 7 closed out — a net gain of 2 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.38M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $4.45M.

  • 151 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2021, up from 149 in Q2 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.