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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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49 hedge funds and large institutions have $87M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

23% more funds holding

Funds holding: 40 → 49 (+9)

15% more capital invested

Capital invested by funds: $75.6M → $87M (+$11.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
22
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$4.7M
2
Bank of America
Bank of America
North Carolina
+$1.65M
3
US Bancorp
US Bancorp
Minnesota
+$1.07M
4
TC
Trust Company
Kansas
+$1.01M
5
Jane Street
Jane Street
New York
+$750K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.36M
2
UBS Group
UBS Group
Switzerland
-$987K
3
BA
BKS Advisors
Michigan
-$515K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$113K
5
RFC
Regions Financial Corp
Alabama
-$47.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$384K +$157K +6,021 +69%
CG
27
Colony Group
Massachusetts
$383K +$383K +14,721 New
GLA
28
Great Lakes Advisors
Illinois
$364K +$34.9K +1,340 +11%
MAS
29
Managed Account Services
Florida
$362K – – –
PAG
30
Private Advisor Group
New Jersey
$360K +$33.2K +1,275 +10%
LFAS
31
Level Four Advisory Services
Texas
$353K – – –
DADC
32
D.A. Davidson & Co
Montana
$345K +$13K +500 +4%
MWM
33
Meridian Wealth Management
Kentucky
$335K – – –
AFP
34
Ausdal Financial Partners
Iowa
$280K +$280K +10,779 New
CIC
35
Carnegie Investment Counsel
Ohio
$275K +$272K +10,467 New
DC
36
Davenport & Co
Virginia
$227K +$227K +8,730 New
Ameriprise
37
Ameriprise
Minnesota
$212K +$212K +8,169 New
PFS
38
Prospera Financial Services
Texas
$208K – – –
RFC
39
Regions Financial Corp
Alabama
$205K -$47.8K -1,837 -19%
BCM
40
Brookstone Capital Management
Illinois
$204K -$1.67K -64 -0.8%
AIP
41
Ameritas Investment Partners
Nebraska
$90K -$10.1K -390 -10%
IA
42
IFP Advisors
Florida
$58K – – –
WA
43
WFG Advisors
Texas
$41K +$30.2K +1,160 +289%
AG
44
Advisor Group
Arizona
$23K +$23.4K +900 New
SEI Investments
45
SEI Investments
Pennsylvania
$11K +$11K +422 New
First Manhattan
46
First Manhattan
New York
$9K – – –
RFM
47
Royal Fund Management
Florida
$2K +$2.63K +101 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1K -$113K -4,355 -99%
BlackRock
49
BlackRock
New York
$1K – – –
BA
50
BKS Advisors
Michigan
– -$515K -20,000 Closed
1
2

IBMK Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2017, worth a combined $87M — up 15% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMK positions and 1 closed out — a net gain of 9 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.7M. The largest seller was Wells Fargo, cutting an estimated $2.36M.

  • 49 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2017, up from 40 in Q1 2017.
  • Funds reported $87M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2017, up 15% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2017 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $4.7M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2017.