iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
126 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
4% more funds holding
Funds holding: 121 → 126 (+5)
3% less capital invested
Capital invested by funds: $244M → $237M (-$6.94M)
26% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.06M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.13M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$12.2M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.25M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.11M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.29M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
First Manhattan
New York
| $9K | – | – | – |
|
|
TRCT
127
Tower Research Capital (TRC)
New York
| $3K | – | – | – |
|
|
DC
128
Derby & Company
Newton,
Massachusetts
| – | -$561K | -21,447 | Closed |
|
|
FTUS
129
Flow Traders U.S.
New York
| – | -$531K | -20,286 | Closed |
|
|
SWM
130
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| – | -$485K | -18,518 | Closed |
|
|
IAA
131
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$373K | -14,252 | Closed |
|
IBMK Hedge Fund Activity: Q1 2020 in Review
126 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2020, worth a combined $237M — down 2.8% from $244M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBMK positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 47 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was HighTower Advisors, cutting an estimated $12.2M.
- 126 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2020, up from 121 in Q4 2019.
- Funds reported $237M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2020, down 2.8% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2020 and 4 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $11.2M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2020.