iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.03M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.98M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.98M |
| 4 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$1M |
| 5 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$2.51M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.13M |
| 3 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.13M |
| 4 |
Jane Street
New York
|
-$667K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$437K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$324K | -12,223 | Closed |
|
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.