iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
36 hedge funds and large institutions have $58M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
69% more capital invested
Capital invested by funds: $34.4M → $58M (+$23.6M)
20% more funds holding
Funds holding: 30 → 36 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$12.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.15M |
| 3 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$1.84M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.52M |
| 5 |
Morgan Stanley
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$435K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$321K |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
-$238K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$98K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLA
26
Great Lakes Advisors
Chicago,
Illinois
| $252K | -$2.57K | -100 | -1% |
|
|
PFS
27
Prospera Financial Services
Dallas,
Texas
| $203K | – | – | – |
|
|
GWA
28
Guidant Wealth Advisors
Palatine,
Illinois
| $177K | +$170K | +6,615 | +2,023% |
|
|
DADC
29
D.A. Davidson & Co
Great Falls,
Montana
| $126K | +$25.7K | +1,000 | +25% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $80K | +$80.6K | +3,135 | +10,113% |
|
|
AIP
31
Ameritas Investment Partners
Lincoln,
Nebraska
| $64K | +$65.2K | +2,535 | New |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $36K | – | – | – |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| $34K | -$98K | -3,810 | -74% |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $32K | – | – | – |
|
35
First Manhattan
New York
| $9K | – | – | – |
|
|
BIM
36
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
37
Mariner
Overland Park,
Kansas
| – | -$65K | -2,455 | Closed |
|
|
IWMPD
38
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$60K | -2,266 | Closed |
|
IBMK Hedge Fund Activity: Q4 2016 in Review
36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2016, worth a combined $58M — up 69% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMK positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was US Bancorp, adding an estimated $12.2M. The largest seller was Boston Advisors, cutting an estimated $435K.
- 36 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $58M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2016, up 69% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2016 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $12.2M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2016 was Boston Advisors, an estimated $435K sold.
Based on aggregated 13F filings for Q4 2016.