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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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145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

0% less capital invested

Capital invested by funds: $278M → $278M (-$175K)

4% less funds holding

Funds holding: 151 → 145 (-6)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
55
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.38M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.37M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
BF
BOK Financial
Oklahoma
+$1.3M
5
LPT
Legacy Private Trust
Wisconsin
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
RFC
Regions Financial Corp
Alabama
-$2.41M
2
Morgan Stanley
Morgan Stanley
New York
-$1.67M
3
JP Morgan Chase
JP Morgan Chase
New York
-$926K
4
PAG
Private Advisor Group
New Jersey
-$810K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
76
Childress Capital Advisors
Texas
$571K – – –
SW
77
SlateStone Wealth
Florida
$561K – – –
AWM
78
Altium Wealth Management
New York
$555K +$35.7K +1,368 +7%
BRWA
79
B. Riley Wealth Advisors
Florida
$555K +$555K +21,262 New
AIP
80
Ameritas Investment Partners
Nebraska
$551K +$16.5K +633 +3%
IWM
81
IHT Wealth Management
Illinois
$530K +$2.32K +89 +0.4%
PGAM
82
Princeton Global Asset Management
New Jersey
$524K +$2.58K +99 +0.5%
GG
83
Gofen & Glossberg
Illinois
$511K – – –
FAFN
84
First Affirmative Financial Network
Colorado
$505K -$15.2K -584 -3%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$498K -$233K -8,937 -32%
ADL
86
Asset Dedication LLC
California
$486K -$12.5K -477 -2%
ASN
87
Advisory Services Network
Georgia
$480K +$5.95K +228 +1%
AFP
88
Ausdal Financial Partners
Iowa
$454K +$1.18K +45 +0.3%
GPA
89
Guidance Point Advisors
Massachusetts
$450K +$1.38K +53 +0.3%
SWP
90
Stratos Wealth Partners
Ohio
$448K – – –
WA
91
Wealthstar Advisors
Texas
$385K +$99.9K +3,826 +35%
GHA
92
GW Henssler & Associates
Georgia
$381K -$1.88K -72 -0.5%
BWM
93
BCS Wealth Management
Tennessee
$374K – – –
CAN
94
Cetera Advisor Networks
California
$361K -$75.5K -2,892 -17%
PWS
95
Peloton Wealth Strategists
Indiana
$352K – – –
DC
96
Davenport & Co
Virginia
$351K -$30.5K -1,170 -8%
CB
97
Commerce Bank
Missouri
$345K – – –
CRCM
98
Corbett Road Capital Management
Virginia
$340K -$3.19K -122 -0.9%
TTWM
99
TCV Trust & Wealth Management
Virginia
$335K -$78.3K -3,000 -19%
AFS
100
Annapolis Financial Services
Maryland
$326K – – –
2 3
4
5 6

IBMK Hedge Fund Activity: Q4 2021 in Review

145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2021, worth a combined $278M — down 0.06% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMK and 10 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 55 added.

The largest buyer was Gateway Advisory, adding an estimated $3.38M. The largest seller was Regions Financial Corp, cutting an estimated $2.41M.

  • 145 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2021, down from 151 in Q3 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2021, down 0.06% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2021 and 13 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2021 was Regions Financial Corp, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2021.