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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

IBMK was delisted on the 1st of December, 2022.

126 hedge funds and large institutions have $237M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

4% more funds holding

Funds holding: 121126 (+5)

3% less capital invested

Capital invested by funds: $244M → $237M (-$6.94M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
47
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$23.6M -$17.2K -657 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$18.6M -$2.04M -78,049 -10%
Bank of America
3
Bank of America
North Carolina
$14.2M -$2.29M -87,520 -14%
UBS Group
4
UBS Group
Switzerland
$12.8M +$2.13M +81,338 +20%
Jane Street
5
Jane Street
New York
$11.1M +$11.2M +426,529 New
Wells Fargo
6
Wells Fargo
California
$8.04M -$1.41M -53,859 -15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.46M -$421K -16,101 -6%
LIM
8
Leavell Investment Management
Alabama
$6.29M +$454K +17,375 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.03M +$6.06M +231,799 New
GA
10
Gateway Advisory
New Jersey
$6M +$7.95K +304 +0.1%
AssetMark Inc
11
AssetMark Inc
California
$5.8M +$1.12M +42,807 +24%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.5M -$12.2M -466,658 -69%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.47M -$18.6K -710 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.14M -$886K -33,870 -15%
UCFA
15
United Capital Financial Advisors
Texas
$4.99M -$1.48M -56,471 -23%
LPL Financial
16
LPL Financial
California
$4.74M -$188K -7,187 -4%
FFW
17
Fusion Family Wealth
New York
$4.28M -$872K -33,329 -17%
LNC
18
Lincoln National Corp
Pennsylvania
$3.9M -$2.29M -87,703 -37%
SCA
19
Stonebridge Capital Advisors
Minnesota
$3.66M +$902K +34,487 +32%
CIM
20
Confluence Investment Management
Missouri
$3.62M -$3.11M -118,850 -46%
EC
21
Estate Counselors
Wisconsin
$2.81M +$21.7K +830 +0.8%
PAG
22
Private Advisor Group
New Jersey
$2.67M -$16.6K -636 -0.6%
PI
23
PFS Investments
Georgia
$2.55M +$2.57M +98,108 New
Mariner
24
Mariner
Kansas
$2.36M -$238K -9,099 -9%
Stifel Financial
25
Stifel Financial
Missouri
$2.22M +$50.9K +1,944 +2%

IBMK Hedge Fund Activity: Q1 2020 in Review

126 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2020, worth a combined $237M — down 2.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 4 closed out — a net gain of 10 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was HighTower Advisors, cutting an estimated $12.2M.

  • 126 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2020, up from 121 in Q4 2019.
  • Funds reported $237M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2020, down 2.8% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2020 and 4 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $11.2M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2020.