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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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75 hedge funds and large institutions have $138M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 12 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

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

12% more funds holding

Funds holding: 67 → 75 (+8)

11% more capital invested

Capital invested by funds: $124M → $138M (+$13.9M)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
38
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$2.77M
2
FFW
Fusion Family Wealth
New York
+$2.28M
3
FPS
Fieldpoint Private Securities
Connecticut
+$1.39M
4
Morgan Stanley
Morgan Stanley
New York
+$1.09M
5
HighTower Advisors
HighTower Advisors
Illinois
+$865K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
-$1.12M
2
Jane Street
Jane Street
New York
-$1.06M
3
Bank of America
Bank of America
North Carolina
-$316K
4
UBS Group
UBS Group
Switzerland
-$186K
5
CIM
Confluence Investment Management
Missouri
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$904K +$332K +13,044 +59%
CTC
27
Central Trust Company
Missouri
$847K +$8.9K +350 +1%
APP
28
Avantax Planning Partners
Iowa
$845K +$257K +10,096 +44%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$812K – – –
Mariner
30
Mariner
Kansas
$733K +$136K +5,348 +23%
BA
31
BKS Advisors
Michigan
$715K – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$675K +$672K +26,450 New
Ameriprise
33
Ameriprise
Minnesota
$625K +$22.7K +891 +4%
RFC
34
Regions Financial Corp
Alabama
$625K +$124K +4,877 +25%
AFP
35
Ausdal Financial Partners
Iowa
$599K +$248K +9,764 +71%
MA
36
MCF Advisors
Kentucky
$597K +$594K +23,379 New
WI
37
WrapManager Inc
California
$557K +$555K +21,833 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$549K +$50.2K +1,973 +10%
CIC
39
Carnegie Investment Counsel
Ohio
$483K +$52.1K +2,050 +12%
AWM
40
Altium Wealth Management
New York
$452K -$56.9K -2,238 -11%
LFAS
41
Level Four Advisory Services
Texas
$350K – – –
GLA
42
Great Lakes Advisors
Illinois
$347K – – –
MWM
43
Meridian Wealth Management
Kentucky
$329K – – –
BlackRock
44
BlackRock
New York
$308K +$303K +11,934 +8,840%
VA
45
Valmark Advisers
Ohio
$307K +$31.7K +1,248 +12%
APA
46
American Portfolios Advisors
New York
$300K – – –
SWP
47
Stratos Wealth Partners
Ohio
$300K +$102K +4,006 +52%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$287K +$10.3K +406 +4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$287K +$11.4K +450 +4%
PWM
50
Paulson Wealth Management
Illinois
$282K -$30.7K -1,206 -10%
1
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IBMK Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2018, worth a combined $138M — up 11% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMK positions and 1 closed out — a net gain of 9 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was US Bancorp, adding an estimated $2.77M. The largest seller was Vigilant Capital Management, cutting an estimated $1.12M.

  • 75 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2018, up from 67 in Q1 2018.
  • Funds reported $138M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2018 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2018 was US Bancorp, an estimated $2.77M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2018 was Vigilant Capital Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2018.