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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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40 hedge funds and large institutions have $75.6M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

30% more capital invested

Capital invested by funds: $58M → $75.6M (+$17.6M)

11% more funds holding

Funds holding: 36 → 40 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$6.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.66M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.41M
4
Wells Fargo
Wells Fargo
California
+$1.38M
5
US Bancorp
US Bancorp
Minnesota
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.66M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
Morgan Stanley
Morgan Stanley
New York
-$690K
4
VKH
Virtu KCG Holdings
New York
-$169K
5
TTWM
TCV Trust & Wealth Management
Virginia
-$76.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Meridian Wealth Management
Kentucky
$332K -$5.63K -220 -2%
DADC
27
D.A. Davidson & Co
Montana
$329K +$200K +7,790 +156%
GLA
28
Great Lakes Advisors
Illinois
$326K +$69.8K +2,725 +27%
PAG
29
Private Advisor Group
New Jersey
$324K +$62.4K +2,436 +24%
RFC
30
Regions Financial Corp
Alabama
$250K +$248K +9,702 New
VKH
31
Virtu KCG Holdings
New York
$225K -$169K -6,606 -43%
PFS
32
Prospera Financial Services
Texas
$206K – – –
BCM
33
Brookstone Capital Management
Illinois
$204K +$203K +7,913 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$113K +$31.2K +1,219 +39%
AIP
35
Ameritas Investment Partners
Nebraska
$99K +$34.6K +1,350 +53%
IA
36
IFP Advisors
Florida
$58K +$25.1K +979 +78%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$38K +$1.41K +55 +4%
WA
38
WFG Advisors
Texas
$10K -$24.5K -955 -70%
First Manhattan
39
First Manhattan
New York
$9K – – –
BlackRock
40
BlackRock
New York
$1K +$1.46K +57 New
Jane Street
41
Jane Street
New York
– -$1.66M -65,465 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$900K -35,515 Closed
1
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IBMK Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2017, worth a combined $75.6M — up 30% from $58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMK positions and 2 closed out — a net gain of 5 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.66M sold.

  • 40 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2017, up from 36 in Q4 2016.
  • Funds reported $75.6M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2017 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.1M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2017 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2017.