iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
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.
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: 126 → 128 (+2)
1% more capital invested
Capital invested by funds: $237M → $239M (+$2.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.58M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.22M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.65M |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$3.92M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.61M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
126
Parallel Advisors
San Francisco,
California
| $23K | – | – | – |
|
|
CAAS
127
Capital Asset Advisory Services
Williamston,
Michigan
| $21K | – | – | – |
|
|
TF
128
TimeScale Financial
Danvers,
Massachusetts
| $13K | – | – | – |
|
129
Fidelity Investments
Boston,
Massachusetts
| $6K | -$21.4K | -816 | -78% |
|
|
TRCT
130
Tower Research Capital (TRC)
New York
| $3K | – | – | – |
|
|
131
Jane Street
New York
| – | -$11.1M | -426,529 | Closed |
|
|
LF
132
LifeSteps Financial
Claremont,
California
| – | -$1.73M | -66,357 | Closed |
|
133
Citadel Advisors
Miami,
Florida
| – | -$1.19M | -45,848 | Closed |
|
|
AIC
134
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$56K | -2,139 | Closed |
|
|
ASN
135
Advisory Services Network
Atlanta,
Georgia
| – | -$52K | -1,992 | Closed |
|
|
WQ
136
Wealth Quarterback
Toms River,
New Jersey
| – | -$17.8K | -683 | Closed |
|
|
AF
137
Advisornet Financial
Minnetonka,
Minnesota
| – | -$10K | -390 | Closed |
|
138
First Manhattan
New York
| – | -$9K | -367 | Closed |
|
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.