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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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151 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

1% more funds holding

Funds holding: 149 → 151 (+2)

3% more capital invested

Capital invested by funds: $271M → $278M (+$7.24M)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
49
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.38M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.87M
3
Stifel Financial
Stifel Financial
Missouri
+$1.49M
4
Truist Financial
Truist Financial
North Carolina
+$1.47M
5
FC
Ferris Capital
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$4.45M
2
EC
Estate Counselors
Wisconsin
-$2.75M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.66M
4
BPA
Beacon Pointe Advisors
California
-$1.63M
5
Mariner
Mariner
Kansas
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
126
Homrich & Berg
Georgia
$204K – – –
FRA
127
Front Row Advisors
California
$157K – – –
VCM
128
Vigilant Capital Management
Maine
$151K +$10.5K +400 +7%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$140K -$191K -7,275 -58%
TWM
130
Tradition Wealth Management
Minnesota
$140K +$105 +4 +0.1%
Bessemer Group
131
Bessemer Group
New Jersey
$131K -$2.31K -88 -2%
GWM
132
Geneos Wealth Management
Colorado
$113K -$6.47K -247 -5%
CAAS
133
Capital Asset Advisory Services
Michigan
$84K – – –
HI
134
Harbour Investments
Wisconsin
$79K -$2.28K -87 -3%
JFA
135
JNBA Financial Advisors
Minnesota
$67K – – –
AIC
136
Archer Investment Corporation
Indiana
$52.4K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$51K -$17.2K -655 -25%
BWL
138
Bogart Wealth LLC
Virginia
$35K – – –
BEI
139
Benjamin Edwards Inc
Missouri
$30K -$5.35K -204 -15%
WTC
140
WhitTier Trust Company
Nevada
$27K – – –
RIM
141
Rockbridge Investment Management
New York
$25K – – –
1IA
142
1834 Investment Advisors
Wisconsin
$24K – – –
AF
143
Allworth Financial
California
$23K – – –
PA
144
Parallel Advisors
California
$23K – – –
FFA
145
Founders Financial Alliance
North Carolina
$11K +$26 +1 +0.2%
KFAA
146
Klaas Financial Asset Advisors
Illinois
$10K – – –
TF
147
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
WQ
148
Wealth Quarterback
New Jersey
$8K -$4.93K -188 -40%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$7K -$367 -14 -5%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$7K – – –
3 4 5
6
7

IBMK Hedge Fund Activity: Q3 2021 in Review

151 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2021, worth a combined $278M — up 2.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 7 closed out — a net gain of 2 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.38M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $4.45M.

  • 151 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2021, up from 149 in Q2 2021.
  • Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.38M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.