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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
COF
101
Capital One Financial
Virginia
$249K +$1.42K +54 +0.6%
SB
102
Simmons Bank
Arkansas
$239K -$74.3K -2,832 -24%
1IA
103
1834 Investment Advisors
Wisconsin
$239K +$21.8K +830 +10%
ACS
104
Archford Capital Strategies
Illinois
$227K +$226K +8,605 New
CIA
105
Capital Investment Advisors
Georgia
$226K
B
106
Bridgeworth
Alabama
$221K
SPC
107
Sigma Planning Corp
Michigan
$215K +$214K +8,143 New
OIA
108
OneDigital Investment Advisors
Kansas
$212K
OPS
109
Orion Portfolio Solutions
Nebraska
$211K
SW
110
SkyOak Wealth
Michigan
$208K
FCA
111
FinTrust Capital Advisors
South Carolina
$170K
VCM
112
Vigilant Capital Management
Maine
$121K -$918 -35 -0.8%
GWM
113
Geneos Wealth Management
Colorado
$114K +$33.1K +1,260 +41%
FRA
114
Front Row Advisors
California
$106K +$52.5K +2,000 +100%
PGAM
115
Princeton Global Asset Management
New Jersey
$99K -$15.5K -592 -14%
SPIA
116
Steward Partners Investment Advisory
New York
$69K
AIC
117
Archer Investment Corporation
Indiana
$52.8K
PIMG
118
Patriot Investment Management Group
Tennessee
$51K +$50.6K +1,930 New
BWL
119
Bogart Wealth LLC
Virginia
$35K +$34.7K +1,322 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$35K +$35.2K +1,342 New
EP
121
Eudaimonia Partners
Tennessee
$30K
WTC
122
WhitTier Trust Company
Nevada
$27K
VNA
123
Valley National Advisers
Pennsylvania
$27K +$105 +4 +0.4%
RIM
124
Rockbridge Investment Management
New York
$25K +$25.1K +957 New
IA
125
IFP Advisors
Florida
$24K

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.