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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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146 hedge funds and large institutions have $258M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

11% more funds holding

Funds holding: 132 → 146 (+14)

6% more capital invested

Capital invested by funds: $242M → $258M (+$15.6M)

Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.03M
2
EWA
EP Wealth Advisors
California
+$1.98M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.98M
4
DCM
Donaldson Capital Management
Indiana
+$1M
5
ACM
Azimuth Capital Management
Michigan
+$871K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.13M
3
PFM
Phillips Financial Management
Indiana
-$1.13M
4
Jane Street
Jane Street
New York
-$667K
5
US Bancorp
US Bancorp
Minnesota
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$88K +$88.2K +3,339 New
CAAS
127
Capital Asset Advisory Services
Michigan
$70K +$50K +1,894 +243%
SPIA
128
Steward Partners Investment Advisory
New York
$69K – – –
FNBOSM
129
First National Bank of South Miami
Florida
$58K +$58.3K +2,208 New
AIC
130
Archer Investment Corporation
Indiana
$52.7K – – –
BFEC
131
Benjamin F. Edwards & Company
Missouri
$40K +$739 +28 +2%
QCG
132
Quadrant Capital Group
Ohio
$40K +$40.1K +1,520 New
BWL
133
Bogart Wealth LLC
Virginia
$34K – – –
EP
134
Eudaimonia Partners
Tennessee
$30K – – –
WTC
135
WhitTier Trust Company
Nevada
$27K – – –
1IA
136
1834 Investment Advisors
Wisconsin
$25K -$175K -6,610 -88%
RIM
137
Rockbridge Investment Management
New York
$25K – – –
OIM
138
Oder Investment Management
California
$25K +$25.2K +954 New
PA
139
Parallel Advisors
California
$24K – – –
AF
140
Allworth Financial
California
$24K +$23.6K +894 New
BlackRock
141
BlackRock
New York
$20K -$295K -11,170 -94%
CAL
142
Capital Analysts LLC
Pennsylvania
$16K – – –
SIM
143
Sonora Investment Management
Arizona
$10K – – –
TF
144
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$8K +$2.93K +111 +56%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$7K +$7.45K +282 New
TRCT
147
Tower Research Capital (TRC)
New York
$3K – – –
PI
148
PFS Investments
Georgia
– -$2.51M -94,619 Closed
Jane Street
149
Jane Street
New York
– -$667K -25,162 Closed
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
– -$367K -13,845 Closed
3 4 5
6
7

IBMK Hedge Fund Activity: Q4 2020 in Review

146 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2020, worth a combined $258M — up 6.4% from $242M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMK positions and 4 closed out — a net gain of 15 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.03M. The largest seller was PFS Investments, exiting entirely with an estimated $2.51M sold.

  • 146 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2020, up from 132 in Q3 2020.
  • Funds reported $258M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2020, up 6.4% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $3.03M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2020 was PFS Investments, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2020.