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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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153 hedge funds and large institutions have $272M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

5% more capital invested

Capital invested by funds: $258M → $272M (+$13.6M)

5% more funds holding

Funds holding: 146 → 153 (+7)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$3.26M
2
RFC
Regions Financial Corp
Alabama
+$2.5M
3
Mariner
Mariner
Kansas
+$1.69M
4
Wells Fargo
Wells Fargo
California
+$1.66M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$5.1M
2
Morgan Stanley
Morgan Stanley
New York
-$3.03M
3
CIM
Confluence Investment Management
Missouri
-$1.37M
4
CDIA
Capital Directions Investment Advisors
Georgia
-$895K
5
US Bancorp
US Bancorp
Minnesota
-$820K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$141K +$53 +2 +0%
VCM
127
Vigilant Capital Management
Maine
$138K -$65.9K -2,500 -32%
Bessemer Group
128
Bessemer Group
New Jersey
$135K +$135K +5,110 New
BCPWM
129
Bradley & Co Private Wealth Management
Florida
$130K +$130K +4,939 New
JFA
130
JNBA Financial Advisors
Minnesota
$88K – – –
CAAS
131
Capital Asset Advisory Services
Michigan
$85K +$14.6K +555 +21%
HI
132
Harbour Investments
Wisconsin
$83K +$83.1K +3,152 New
SPIA
133
Steward Partners Investment Advisory
New York
$68.5K – – –
AIC
134
Ameritas Investment Company
Nebraska
$67.7K +$67.8K +2,571 New
FNBOSM
135
First National Bank of South Miami
Florida
$58K – – –
AIC
136
Archer Investment Corporation
Indiana
$52.7K – – –
BWL
137
Bogart Wealth LLC
Virginia
$35K – – –
BEI
138
Benjamin Edwards Inc
Missouri
$33K +$33.3K +1,263 New
EP
139
Eudaimonia Partners
Tennessee
$30K – – –
WTC
140
WhitTier Trust Company
Nevada
$27K – – –
1IA
141
1834 Investment Advisors
Wisconsin
$25K – – –
RIM
142
Rockbridge Investment Management
New York
$25K – – –
AF
143
Allworth Financial
California
$24K – – –
PA
144
Parallel Advisors
California
$24K – – –
BlackRock
145
BlackRock
New York
$20K – – –
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$12K +$12K +455 New
IA
147
IFP Advisors
Florida
$11K -$213K -8,070 -95%
FFA
148
Founders Financial Alliance
North Carolina
$11K +$10.6K +402 New
TF
149
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
KFAA
150
Klaas Financial Asset Advisors
Illinois
$10K +$9.99K +379 New
3 4 5
6
7

IBMK Hedge Fund Activity: Q1 2021 in Review

153 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2021, worth a combined $272M — up 5.3% from $258M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBMK positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.26M. The largest seller was HighTower Advisors, cutting an estimated $5.1M.

  • 153 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $272M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $3.26M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2021 was HighTower Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2021.