iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.26M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$2.5M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.69M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.66M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.1M |
| 2 |
Morgan Stanley
New York
|
-$3.03M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.37M |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$895K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$820K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| $8K | -$395 | -15 | -5% |
|
152
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8K | +$8.01K | +304 | New |
|
153
Rockefeller Capital Management
New York
| $7K | +$26 | +1 | +0.4% |
|
|
TRCT
154
Tower Research Capital (TRC)
New York
| $3K | – | – | – |
|
|
CDIA
155
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$895K | -33,962 | Closed |
|
|
ACS
156
Archford Capital Strategies
Swansea,
Illinois
| – | -$223K | -8,460 | Closed |
|
|
FCA
157
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$163K | -6,175 | Closed |
|
|
QCG
158
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$40K | -1,520 | Closed |
|
|
OIM
159
Oder Investment Management
Woodland Hills,
California
| – | -$25K | -954 | Closed |
|
|
CAL
160
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$16K | -600 | Closed |
|
|
SIM
161
Sonora Investment Management
Tucson,
Arizona
| – | -$10K | -375 | Closed |
|
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.