iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
132 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 7 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 28
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
3% more funds holding
Funds holding: 128 → 132 (+4)
1% more capital invested
Capital invested by funds: $239M → $242M (+$2.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.42M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.59M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.04M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$892K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$11.7M |
| 2 |
AssetMark Inc
Concord,
California
|
-$6.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$805K |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
-$644K |
| 5 |
GPA
Guidance Point Advisors
Wellesley,
Massachusetts
|
-$446K |
IBMK Hedge Fund Activity: Q3 2020 in Review
132 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2020, worth a combined $242M — up 1.2% from $239M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMK positions and 7 closed out — a net gain of 4 holders — while 59 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was GW Henssler & Associates, cutting an estimated $11.7M.
- 132 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2020, up from 128 in Q2 2020.
- Funds reported $242M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2020, up 1.2% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2020 and 7 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $5.42M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2020 was GW Henssler & Associates, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2020.