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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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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
NPI
101
New Perspectives Inc
Mississippi
– -$259K -10,000 Closed
JWCA
102
J.W. Cole Advisors
Florida
– -$249K -9,596 Closed
MAS
103
Madden Advisory Services
Florida
– -$247K -9,547 Closed
CIC
104
Carnegie Investment Counsel
Ohio
– -$246K -9,500 Closed
CIA
105
Capital Investment Advisors
Georgia
– -$241K -9,323 Closed
BCM
106
Brookstone Capital Management
Illinois
– -$235K -9,077 Closed
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$229K -8,852 Closed
KCM
108
Kathmere Capital Management
Pennsylvania
– -$215K -8,297 Closed
EIA
109
Eldridge Investment Advisors
New Hampshire
– -$212K -8,200 Closed
WHCI
110
W.H. Cornerstone Investments
Massachusetts
– -$210K -8,117 Closed
NC
111
NovaPoint Capital
Georgia
– -$205K -7,900 Closed
HWM
112
HB Wealth Management
Georgia
– -$202K -7,795 Closed
FRA
113
Front Row Advisors
California
– -$155K -6,000 Closed
HIA
114
Harbor Investment Advisory
Maryland
– -$130K -5,038 Closed
Bessemer Group
115
Bessemer Group
New Jersey
– -$130K -5,022 Closed
VCM
116
Vigilant Capital Management
Maine
– -$117K -4,526 Closed
BONH
117
Bank of New Hampshire
New Hampshire
– -$117K -4,500 Closed
HI
118
Harbour Investments
Wisconsin
– -$74K -2,854 Closed
JFA
119
JNBA Financial Advisors
Minnesota
– -$67K -2,577 Closed
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
– -$51K -2,005 Closed
AIC
121
Archer Investment Corporation
Indiana
– -$51.8K -2,000 Closed
SPIA
122
Steward Partners Investment Advisory
New York
– -$50K -1,948 Closed
BWL
123
Bogart Wealth LLC
Virginia
– -$34K -1,322 Closed
HS
124
Horan Securities
United States
– -$33K -1,286 Closed
PA
125
Parallel Advisors
California
– -$30K -1,157 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.