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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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149 hedge funds and large institutions have $271M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

0% less capital invested

Capital invested by funds: $272M → $271M (-$453K)

3% less funds holding

Funds holding: 153 → 149 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
+$4.56M
2
Bank of America
Bank of America
North Carolina
+$1.41M
3
CDIA
Capital Directions Investment Advisors
Georgia
+$893K
4
Creative Planning
Creative Planning
Kansas
+$756K
5
Truist Financial
Truist Financial
North Carolina
+$722K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.92M
2
FC
Ferris Capital
Massachusetts
-$1.61M
3
CSPAM
Cary Street Partners Asset Management
Virginia
-$1.52M
4
Stifel Financial
Stifel Financial
Missouri
-$1.32M
5
CIM
Confluence Investment Management
Missouri
-$977K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
126
Bradley & Co Private Wealth Management
Florida
$130K – – –
GWM
127
Geneos Wealth Management
Colorado
$120K -$63.8K -2,425 -35%
CAAS
128
Capital Asset Advisory Services
Michigan
$85K – – –
HI
129
Harbour Investments
Wisconsin
$82K -$1.05K -40 -1%
JFA
130
JNBA Financial Advisors
Minnesota
$68K -$20K -762 -23%
SPIA
131
Steward Partners Investment Advisory
New York
$68K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$60K +$59.7K +2,270 New
FNBOSM
133
First National Bank of South Miami
Florida
$58K – – –
AIC
134
Archer Investment Corporation
Indiana
$52.5K – – –
BWL
135
Bogart Wealth LLC
Virginia
$35K – – –
BEI
136
Benjamin Edwards Inc
Missouri
$35K +$2.13K +81 +6%
WTC
137
WhitTier Trust Company
Nevada
$27K – – –
1IA
138
1834 Investment Advisors
Wisconsin
$25K – – –
RIM
139
Rockbridge Investment Management
New York
$25K – – –
FGAM
140
Financial Gravity Asset Management
Texas
$25K +$17K +648 New
PA
141
Parallel Advisors
California
$24K – – –
AF
142
Allworth Financial
California
$23K – – –
WQ
143
Wealth Quarterback
New Jersey
$13K +$12.5K +475 New
FFA
144
Founders Financial Alliance
North Carolina
$11K – – –
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$10K -$1.97K -75 -16%
KFAA
146
Klaas Financial Asset Advisors
Illinois
$10K – – –
TF
147
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$8K -$184 -7 -2%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$7K +$26 +1 +0.4%
TRCT
150
Tower Research Capital (TRC)
New York
$3K – – –
3 4 5
6
7

IBMK Hedge Fund Activity: Q2 2021 in Review

149 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2021, worth a combined $271M — down 0.17% from $272M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBMK and 11 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 49 added.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $4.56M. The largest seller was UBS Group, cutting an estimated $3.92M.

  • 149 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2021, down from 153 in Q1 2021.
  • Funds reported $271M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2021, down 0.17% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2021 and 15 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $4.56M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2021 was UBS Group, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2021.