iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
145 hedge funds and large institutions have $278M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 13 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
0% less capital invested
Capital invested by funds: $278M → $278M (-$175K)
4% less funds holding
Funds holding: 151 → 145 (-6)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.38M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.39M |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$1.3M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$2.41M |
| 2 |
Morgan Stanley
New York
|
-$1.67M |
| 3 |
JP Morgan Chase
New York
|
-$926K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$810K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$746K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBFP
151
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$464K | -17,727 | Closed |
|
|
WI
152
WrapManager Inc
Mill Valley,
California
| – | -$343K | -13,084 | Closed |
|
|
SVWAG
153
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$331K | -12,661 | Closed |
|
|
SPC
154
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$254K | -9,718 | Closed |
|
|
OIA
155
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$209K | -7,989 | Closed |
|
|
OPS
156
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$209K | -7,989 | Closed |
|
|
GWM
157
Geneos Wealth Management
Englewood,
Colorado
| – | -$113K | -4,336 | Closed |
|
|
KFAA
158
Klaas Financial Asset Advisors
Loves Park,
Illinois
| – | -$10K | -379 | Closed |
|
159
Rockefeller Capital Management
New York
| – | -$6.55K | -251 | -88% |
|
IBMK Hedge Fund Activity: Q4 2021 in Review
145 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2021, worth a combined $278M — down 0.06% from $278M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IBMK and 10 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 55 added.
The largest buyer was Gateway Advisory, adding an estimated $3.38M. The largest seller was Regions Financial Corp, cutting an estimated $2.41M.
- 145 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2021, down from 151 in Q3 2021.
- Funds reported $278M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2021, down 0.06% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2021 and 13 closed out, a net change of -3 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.38M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2021 was Regions Financial Corp, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2021.