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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

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

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2 hedge funds and large institutions have $205K invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 132 → 2 (-130)

100% less capital invested

Capital invested by funds: $281M → $205K (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 129

Holders
2
Holders Change
-130
Holders Change %
-98.48%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TimeScale Financial
Massachusetts
+$26

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Bank of America
Bank of America
North Carolina
-$31.1M
3
US Bancorp
US Bancorp
Minnesota
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$10.6M
5
NA
NewEdge Advisors
Louisiana
-$9.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$195K – – –
TF
2
TimeScale Financial
Massachusetts
$10.3K +$26 +1 +0.3%
CIAS
3
CFS Investment Advisory Services
New Jersey
– -$1.76M -1,760,982 Closed
Wells Fargo
4
Wells Fargo
California
– -$32.2M -1,243,633 Closed
Bank of America
5
Bank of America
North Carolina
– -$31.1M -1,199,050 Closed
US Bancorp
6
US Bancorp
Minnesota
– -$29.9M -1,153,823 Closed
Morgan Stanley
7
Morgan Stanley
New York
– -$10.6M -408,538 Closed
NA
8
NewEdge Advisors
Louisiana
– -$9.93M -383,231 Closed
LIM
9
Leavell Investment Management
Alabama
– -$9.64M -372,252 Closed
PI
10
PFS Investments
Georgia
– -$6.68K -257,949 Closed
LPL Financial
11
LPL Financial
California
– -$6.64M -256,505 Closed
RJFSA
12
Raymond James Financial Services Advisors
Florida
– -$6.09M -234,988 Closed
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
– -$5.71M -220,634 Closed
Truist Financial
14
Truist Financial
North Carolina
– -$5.07M -195,712 Closed
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
– -$4.8M -185,494 Closed
ACK
16
Andrew C. Karlinski
– -$4.74M -183,082 Closed
LNC
17
Lincoln National Corp
Pennsylvania
– -$4.52M -174,446 Closed
Mariner
18
Mariner
Kansas
– -$4.3M -165,996 Closed
HighTower Advisors
19
HighTower Advisors
Illinois
– -$4.26M -164,388 Closed
RJA
20
Raymond James & Associates
Florida
– -$4.2M -162,006 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -$4.18M -161,547 Closed
SCA
22
Stonebridge Capital Advisors
Minnesota
– -$4.16M -160,546 Closed
ADL
23
Asset Dedication LLC
California
– -$4.01M -154,878 Closed
LPT
24
Legacy Private Trust
Wisconsin
– -$3.72M -143,748 Closed
UCFA
25
United Capital Financial Advisors
Texas
– -$3.69M -142,548 Closed
1
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IBMK Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2022, worth a combined $205K — down 100% from $281M a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of IBMK and 0 opened new positions — a net loss of 129 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was TimeScale Financial, adding an estimated $26. The largest seller was Wells Fargo, exiting entirely with an estimated $32.2M sold.

  • 2 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2022, down from 132 in Q3 2022.
  • Funds reported $205K of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2022 and 129 closed out, a net change of -129 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2022 was TimeScale Financial, an estimated $26 added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2022.