iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$20.3M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.72M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.63M |
| 4 |
ACK
Andrew C. Karlinski
|
+$4.74M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$44.7M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.71M |
| 3 |
NWM
Northcape Wealth Management
Williamsville,
New York
|
-$1.27M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
151
Rockbridge Investment Management
Syracuse,
New York
| – | -$24.8K | -957 | Closed |
|
152
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$23K | -870 | Closed |
|
|
CAAS
153
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$14K | -555 | Closed |
|
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.