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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 $99.6M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $87M → $99.6M (+$12.6M)

0% more funds holding

Funds holding: 49 → 49 (0)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
30
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$4.89M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.34M
3
Morgan Stanley
Morgan Stanley
New York
+$1.34M
4
US Bancorp
US Bancorp
Minnesota
+$1.26M
5
LIM
Leavell Investment Management
Alabama
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
-$3.2M
2
CIM
Confluence Investment Management
Missouri
-$850K
3
Jane Street
Jane Street
New York
-$750K
4
BA
Boston Advisors
Massachusetts
-$507K
5
GWA
Guidant Wealth Advisors
Illinois
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$497K +$286K +10,911 +134%
Mariner
27
Mariner
Kansas
$447K +$62.9K +2,399 +16%
CIC
28
Carnegie Investment Counsel
Ohio
$417K +$145K +5,550 +53%
CG
29
Colony Group
Massachusetts
$397K +$13.4K +510 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$394K -$25.2K -961 -6%
MAS
31
Managed Account Services
Florida
$363K – – –
GLA
32
Great Lakes Advisors
Illinois
$357K -$7.6K -290 -2%
LFAS
33
Level Four Advisory Services
Texas
$357K – – –
MWM
34
Meridian Wealth Management
Kentucky
$336K – – –
AFP
35
Ausdal Financial Partners
Iowa
$326K +$45.7K +1,745 +16%
BCM
36
Brookstone Capital Management
Illinois
$259K +$54.8K +2,091 +27%
VF
37
Virtu Financial
New York
$256K +$257K +9,802 New
DADC
38
D.A. Davidson & Co
Montana
$242K -$105K -4,000 -30%
DC
39
Davenport & Co
Virginia
$241K +$13.6K +520 +6%
SEI Investments
40
SEI Investments
Pennsylvania
$213K +$203K +7,737 +1,833%
PFS
41
Prospera Financial Services
Texas
$209K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$181K +$181K +6,905 +23,017%
AIP
43
Ameritas Investment Partners
Nebraska
$170K +$80.1K +3,055 +87%
IA
44
IFP Advisors
Florida
$84K +$25.7K +979 +44%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$63K +$63.2K +2,410 New
AG
46
Advisor Group
Arizona
$23K – – –
TC
47
Trust Company
Kansas
$11K -$3.2M -121,902 -100%
First Manhattan
48
First Manhattan
New York
$9K – – –
BlackRock
49
BlackRock
New York
$4K +$2.04K +78 +137%
Jane Street
50
Jane Street
New York
– -$750K -28,837 Closed
1
2
3

IBMK Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $99.6M — up 14% from $87M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMK positions and 3 closed out — a net gain of 2 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $4.89M. The largest seller was Trust Company, cutting an estimated $3.2M.

  • 49 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $99.6M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2017 was United Capital Financial Advisors, an estimated $4.89M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2017 was Trust Company, an estimated $3.2M sold.

Based on aggregated 13F filings for Q3 2017.