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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

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: 149151 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$383K -$11.1K -425 -3%
KAS
102
Kestra Advisory Services
Texas
$376K -$65.3K -2,490 -15%
BWM
103
BCS Wealth Management
Tennessee
$376K
PWS
104
Peloton Wealth Strategists
Indiana
$353K
CB
105
Commerce Bank
Missouri
$347K
CRCM
106
Corbett Road Capital Management
Virginia
$345K -$12.2K -464 -3%
WI
107
WrapManager Inc
California
$343K -$2.67K -102 -0.8%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$332K -$30.5K -1,163 -8%
SVWAG
109
Sound View Wealth Advisors Group
Georgia
$331K +$80.6K +3,074 +32%
AFS
110
Annapolis Financial Services
Maryland
$327K
NA
111
NewEdge Advisors
Louisiana
$302K -$2.41K -92 -0.8%
WA
112
Wealthstar Advisors
Texas
$286K +$50K +1,909 +21%
NC
113
NovaPoint Capital
Georgia
$281K
KCM
114
Kathmere Capital Management
Pennsylvania
$280K +$603 +23 +0.2%
LF
115
Lee Financial
Texas
$267K
CCA
116
Cadent Capital Advisors
Oklahoma
$266K +$786 +30 +0.3%
EA
117
Emerald Advisors
Washington
$263K
NPI
118
New Perspectives Inc
Mississippi
$262K
ACS
119
Archford Capital Strategies
Illinois
$260K
SPC
120
Sigma Planning Corp
Michigan
$254K +$734 +28 +0.3%
CIA
121
Capital Investment Advisors
Georgia
$221K
OIA
122
OneDigital Investment Advisors
Kansas
$209K
OPS
123
Orion Portfolio Solutions
Nebraska
$209K
COF
124
Capital One Financial
Virginia
$207K
MAS
125
Madden Advisory Services
Florida
$207K +$207K +7,898 New

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.