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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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62 hedge funds and large institutions have $116M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

27% more funds holding

Funds holding: 49 → 62 (+13)

17% more capital invested

Capital invested by funds: $99.6M → $116M (+$16.8M)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
+$4.42M
2
Jane Street
Jane Street
New York
+$2.75M
3
VCM
Vigilant Capital Management
Maine
+$1.59M
4
Wells Fargo
Wells Fargo
California
+$1.54M
5
Bank of America
Bank of America
North Carolina
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$626K
2
GA
Gateway Advisory
New Jersey
-$422K
3
PAG
Private Advisor Group
New Jersey
-$298K
4
VF
Virtu Financial
New York
-$256K
5
PFS
Prospera Financial Services
Texas
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$587K +$55.2K +2,134 +10%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$584K +$589K +22,746 New
Ameriprise
28
Ameriprise
Minnesota
$551K +$61.8K +2,387 +13%
Mariner
29
Mariner
Kansas
$508K +$68.3K +2,638 +15%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$476K -$88.9K -3,434 -16%
CIC
31
Carnegie Investment Counsel
Ohio
$450K +$41.4K +1,600 +10%
CTC
32
Central Trust Company
Missouri
$432K +$436K +16,850 New
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$382K +14,767 New
AWM
34
Altium Wealth Management
New York
$369K +$371K +14,334 New
MAS
35
Managed Account Services
Florida
$357K – – –
GLA
36
Great Lakes Advisors
Illinois
$352K – – –
LFAS
37
Level Four Advisory Services
Texas
$352K – – –
MWM
38
Meridian Wealth Management
Kentucky
$336K – – –
AFP
39
Ausdal Financial Partners
Iowa
$335K +$14.1K +543 +4%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$294K +$297K +11,461 New
CG
41
Colony Group
Massachusetts
$291K -$101K -3,910 -26%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$291K +$114K +4,406 +64%
DC
43
Davenport & Co
Virginia
$260K +$22.6K +875 +9%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$258K +$260K +10,038 New
BCM
45
Brookstone Capital Management
Illinois
$242K -$12.9K -500 -5%
DADC
46
D.A. Davidson & Co
Montana
$241K +$2.59K +100 +1%
PWM
47
Paulson Wealth Management
Illinois
$239K +$241K +9,320 New
VA
48
Valmark Advisers
Ohio
$220K +$222K +8,574 New
APA
49
American Portfolios Advisors
New York
$213K +$215K +8,315 New
SEI Investments
50
SEI Investments
Pennsylvania
$209K – – –
1
2
3

IBMK Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2017, worth a combined $116M — up 17% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMK positions and 2 closed out — a net gain of 13 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $4.42M. The largest seller was UBS Group, cutting an estimated $626K.

  • 62 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $116M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2017 was Lincoln National Corp, an estimated $4.42M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2017 was UBS Group, an estimated $626K sold.

Based on aggregated 13F filings for Q4 2017.