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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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143 hedge funds and large institutions have $313M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $256M → $313M (+$57.7M)

2% more funds holding

Funds holding: 140 → 143 (+3)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
46
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$20.3M
2
NA
NewEdge Advisors
Louisiana
+$6.72M
3
Bank of America
Bank of America
North Carolina
+$5.63M
4
ACK
Andrew C. Karlinski
+$4.74M
5
ADL
Asset Dedication LLC
California
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$44.7M
2
SWM
Spire Wealth Management
Virginia
-$1.71M
3
NWM
Northcape Wealth Management
New York
-$1.27M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1M
5
FNC
First National Corp
Massachusetts
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$130K – – –
BONH
127
Bank of New Hampshire
New Hampshire
$117K – – –
HIA
128
Harbor Investment Advisory
Maryland
$104K +$104K +4,000 New
HI
129
Harbour Investments
Wisconsin
$74K +$74K +2,854 New
JFA
130
JNBA Financial Advisors
Minnesota
$67K – – –
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$52K +$34.6K +1,334 +190%
AIC
132
Archer Investment Corporation
Indiana
$51.8K – – –
SPIA
133
Steward Partners Investment Advisory
New York
$50K – – –
FNBOSM
134
First National Bank of South Miami
Florida
$41K +$41.1K +1,585 New
BWL
135
Bogart Wealth LLC
Virginia
$34K – – –
1IA
136
1834 Investment Advisors
Wisconsin
$24K – – –
AF
137
Allworth Financial
California
$23K – – –
PTC
138
Private Trust Company
Ohio
$22K +$21.6K +833 New
FFA
139
Founders Financial Alliance
North Carolina
$11K +$26 +1 +0.2%
TF
140
TimeScale Financial
Massachusetts
$10K +$26 +1 +0.3%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$10K +$9.85K +380 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$5K -$6.22K -240 -55%
BlackRock
143
BlackRock
New York
$4K – – –
TRCT
144
Tower Research Capital (TRC)
New York
$3K – – –
NWM
145
Northcape Wealth Management
New York
– -$1.27M -48,909 Closed
FNC
146
First National Corp
Massachusetts
– -$736K -28,396 Closed
AFS
147
Annapolis Financial Services
Maryland
– -$324K -12,500 Closed
CCA
148
Cadent Capital Advisors
Oklahoma
– -$247K -9,518 Closed
DC
149
Davenport & Co
Virginia
– -$213K -8,220 Closed
WTC
150
WhitTier Trust Company
Nevada
– -$27K -1,027 Closed
3 4 5
6
7

IBMK Hedge Fund Activity: Q2 2022 in Review

143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2022, worth a combined $313M — up 23% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 9 closed out — a net gain of 5 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.3M. The largest seller was CFS Investment Advisory Services, cutting an estimated $44.7M.

  • 143 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $313M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2022 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $20.3M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2022.