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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
KA
101
Klingman & Associates
New York
$252K – – –
CIA
102
Capital Investment Advisors
Georgia
$227K – – –
KAS
103
Kestra Advisory Services
Texas
$227K +$3.47K +131 New
IA
104
IFP Advisors
Florida
$224K +$201K +7,592 +865%
B
105
Bridgeworth
Alabama
$221K – – –
SPC
106
Sigma Planning Corp
Michigan
$217K +$742 +28 +0.3%
ACS
107
Archford Capital Strategies
Illinois
$213K -$15.1K -570 -7%
OPS
108
Orion Portfolio Solutions
Nebraska
$212K – – –
OIA
109
OneDigital Investment Advisors
Kansas
$211K – – –
COF
110
Capital One Financial
Virginia
$209K -$40.6K -1,531 -16%
SW
111
SkyOak Wealth
Michigan
$208K – – –
1IA
112
1834 Investment Advisors
Wisconsin
$200K -$39.7K -1,500 -17%
PGAM
113
Princeton Global Asset Management
New Jersey
$198K +$97.9K +3,695 +98%
ASN
114
Advisory Services Network
Georgia
$184K +$184K +6,931 New
FRA
115
Front Row Advisors
California
$158K +$53K +2,000 +50%
VCM
116
Vigilant Capital Management
Maine
$121K – – –
GWM
117
Geneos Wealth Management
Colorado
$114K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$69K – – –
AIC
119
Archer Investment Corporation
Indiana
$53K – – –
HFRG
120
Houlihan Financial Resource Group
Virginia
$48K +$47.7K +1,800 New
BFEC
121
Benjamin F. Edwards & Company
Missouri
$39K +$3.55K +134 +10%
BWL
122
Bogart Wealth LLC
Virginia
$35K – – –
EP
123
Eudaimonia Partners
Tennessee
$30K – – –
WTC
124
WhitTier Trust Company
Nevada
$27K – – –
RIM
125
Rockbridge Investment Management
New York
$25K – – –
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.