We are live on ! Find out more
IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

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

Back to rankings

2 hedge funds and large institutions have $205K invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 132 → 2 (-130)

100% less capital invested

Capital invested by funds: $281M → $205K (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 129

Holders
2
Holders Change
-130
Holders Change %
-98.48%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TimeScale Financial
Massachusetts
+$26

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Bank of America
Bank of America
North Carolina
-$31.1M
3
US Bancorp
US Bancorp
Minnesota
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$10.6M
5
NA
NewEdge Advisors
Louisiana
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MCF Advisors
Kentucky
– -$535K -20,666 Closed
Creative Planning
77
Creative Planning
Kansas
– -$534K -20,609 Closed
ASN
78
Advisory Services Network
Georgia
– -$479K -18,483 Closed
RCAG
79
Rehmann Capital Advisory Group
Michigan
– -$461K -17,796 Closed
AIP
80
Ameritas Investment Partners
Nebraska
– -$459K -17,743 Closed
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
– -$455K -17,571 Closed
SWP
82
Stratos Wealth Partners
Ohio
– -$450K -17,376 Closed
LF
83
Lantz Financial
Illinois
– -$437K -16,869 Closed
DADC
84
D.A. Davidson & Co
Montana
– -$427K -16,477 Closed
BWM
85
BCS Wealth Management
Tennessee
– -$372K -14,347 Closed
CAN
86
Cetera Advisor Networks
California
– -$359K -13,870 Closed
PWS
87
Peloton Wealth Strategists
Indiana
– -$350K -13,500 Closed
CSPAM
88
Cary Street Partners Asset Management
Virginia
– -$339K -13,097 Closed
BFG
89
Beacon Financial Group
Texas
– -$333K -12,875 Closed
PTC
90
Private Trust Company
Ohio
– -$324K -12,505 Closed
GHA
91
GW Henssler & Associates
Georgia
– -$312K -12,053 Closed
CB
92
Commerce Bank
Missouri
– -$311K -12,010 Closed
WA
93
Wealthstar Advisors
Texas
– -$309K -11,893 Closed
MML Investors Services
94
MML Investors Services
Massachusetts
– -$307K -11,844 Closed
GPA
95
Guidance Point Advisors
Massachusetts
– -$285K -11,008 Closed
ACS
96
Archford Capital Strategies
Illinois
– -$284K -10,946 Closed
RWM
97
Rockwood Wealth Management
Pennsylvania
– -$278K -10,729 Closed
CCA
98
Childress Capital Advisors
Texas
– -$267K -10,320 Closed
IWM
99
IHT Wealth Management
Illinois
– -$267K -10,311 Closed
LF
100
Lee Financial
Texas
– -$264K -10,183 Closed
2 3
4
5 6

IBMK Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2022, worth a combined $205K — down 100% from $281M a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of IBMK and 0 opened new positions — a net loss of 129 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was TimeScale Financial, adding an estimated $26. The largest seller was Wells Fargo, exiting entirely with an estimated $32.2M sold.

  • 2 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2022, down from 132 in Q3 2022.
  • Funds reported $205K of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2022 and 129 closed out, a net change of -129 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2022 was TimeScale Financial, an estimated $26 added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2022.