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 $281M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 143 → 132 (-11)
10% less capital invested
Capital invested by funds: $313M → $281M (-$32.7M)
26% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 47
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$43.9M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.27M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.5M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$5.23M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$4.15M |
| 3 |
Morgan Stanley
New York
|
-$3.67M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$3.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.17M |
IBMK Hedge Fund Activity: Q3 2022 in Review
132 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2022, worth a combined $281M — down 10% from $313M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IBMK and 10 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $43.9M. The largest seller was Gateway Advisory, cutting an estimated $5.23M.
- 132 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2022, down from 143 in Q2 2022.
- Funds reported $281M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2022, down 10% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2022 and 17 closed out, a net change of -7 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $43.9M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2022 was Gateway Advisory, an estimated $5.23M sold.
Based on aggregated 13F filings for Q3 2022.