We are live on ! Find out more
IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

IBMK was delisted on the 1st of December, 2022.

67 hedge funds and large institutions have $124M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

8% more funds holding

Funds holding: 6267 (+5)

6% more capital invested

Capital invested by funds: $116M → $124M (+$7.29M)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$602K +$54.8K +2,142 +10%
Mariner
27
Mariner
Kansas
$596K +$91.2K +3,565 +18%
APP
28
Avantax Planning Partners
Iowa
$587K +$589K +23,013 New
Stifel Financial
29
Stifel Financial
Missouri
$570K +$568K +22,202 New
DP
30
Denver PWM
Colorado
$565K -$56.7K -2,218 -9%
AWM
31
Altium Wealth Management
New York
$509K +$144K +5,627 +39%
RFC
32
Regions Financial Corp
Alabama
$500K -$82.9K -3,241 -14%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$499K +$25.6K +1,000 +5%
RJA
34
Raymond James & Associates
Florida
$496K +$297K +11,595 +147%
CIC
35
Carnegie Investment Counsel
Ohio
$429K -$19.2K -750 -4%
MAS
36
Managed Account Services
Florida
$355K
AFP
37
Ausdal Financial Partners
Iowa
$350K +$16.6K +650 +5%
LFAS
38
Level Four Advisory Services
Texas
$349K
GLA
39
Great Lakes Advisors
Illinois
$347K -$2.69K -105 -0.8%
MWM
40
Meridian Wealth Management
Kentucky
$328K
PAG
41
Private Advisor Group
New Jersey
$314K -$492K -19,236 -61%
PWM
42
Paulson Wealth Management
Illinois
$312K +$74.9K +2,930 +31%
APA
43
American Portfolios Advisors
New York
$300K +$88.1K +3,445 +41%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$286K +$286K +11,198 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$277K -$12.8K -500 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$275K +$19.2K +750 +7%
VA
47
Valmark Advisers
Ohio
$275K +$56K +2,191 +26%
DC
48
Davenport & Co
Virginia
$271K +$12.8K +500 +5%
CG
49
Colony Group
Massachusetts
$263K -$25.6K -1,000 -9%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$254K -$38.4K -1,500 -13%

IBMK Hedge Fund Activity: Q1 2018 in Review

67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2018, worth a combined $124M — up 6.3% from $116M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $5.93M. The largest seller was Vigilant Capital Management, cutting an estimated $4.46M.

  • 67 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2018, up from 62 in Q4 2017.
  • Funds reported $124M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2018, up 6.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2018 was UBS Group, an estimated $5.93M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2018 was Vigilant Capital Management, an estimated $4.46M sold.

Based on aggregated 13F filings for Q1 2018.