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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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96 hedge funds and large institutions have $189M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $167M → $189M (+$22.8M)

7% more funds holding

Funds holding: 90 → 96 (+6)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.22M
3
CIM
Confluence Investment Management
Missouri
+$2.19M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$1.87M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.71M
2
SEIA
Signature Estate & Investment Advisors
California
-$985K
3
CDIA
Capital Directions Investment Advisors
Georgia
-$924K
4
GA
Gateway Advisory
New Jersey
-$797K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.5M -$334K -12,951 -18%
FPS
27
Fieldpoint Private Securities
Connecticut
$1.42M – – –
CTC
28
Central Trust Company
Missouri
$1.34M +$202K +7,850 +18%
TTWM
29
TCV Trust & Wealth Management
Virginia
$1.28M -$245K -9,500 -16%
BPWA
30
Beacon Pointe Wealth Advisors
California
$1.21M +$248K +9,606 +26%
CIC
31
Carnegie Investment Counsel
Ohio
$1.19M – – –
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$1.18M +$50K +1,940 +4%
APP
33
Avantax Planning Partners
Iowa
$1.09M +$188K +7,296 +21%
ADL
34
Asset Dedication LLC
California
$923K +$158K +6,127 +21%
RFC
35
Regions Financial Corp
Alabama
$865K +$206K +8,002 +32%
GPA
36
Guidance Point Advisors
Massachusetts
$859K +$151K +5,837 +21%
AWM
37
Altium Wealth Management
New York
$846K +$338K +13,106 +67%
PWM
38
Paulson Wealth Management
Illinois
$823K +$27.1K +1,050 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$768K +$298K +11,571 +64%
AWM
40
AllSquare Wealth Management
New York
$760K – – –
GWA
41
Guidant Wealth Advisors
Illinois
$759K -$1.8K -70 -0.2%
BA
42
Boston Advisors
Massachusetts
$747K -$387 -15 -0.1%
CBFP
43
Cedar Brook Financial Partners
Ohio
$731K +$619 +24 +0.1%
CIA
44
Covington Investment Advisors
Pennsylvania
$725K +$106K +4,120 +17%
FNC
45
First National Corp
Massachusetts
$664K – – –
FAAS
46
First Allied Advisory Services
California
$624K +$13.5K +523 +2%
DP
47
Denver PWM
Colorado
$606K +$20.7K +801 +4%
MA
48
MCF Advisors
Kentucky
$584K +$1.5K +58 +0.3%
WI
49
WrapManager Inc
California
$571K -$29.2K -1,134 -5%
APA
50
American Portfolios Advisors
New York
$532K – – –
1
2
3 4 5

IBMK Hedge Fund Activity: Q1 2019 in Review

96 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2019, worth a combined $189M — up 14% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 7 closed out — a net gain of 7 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.51M. The largest seller was Jane Street, exiting entirely with an estimated $2.71M sold.

  • 96 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2019, up from 90 in Q4 2018.
  • Funds reported $189M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2019 was Morgan Stanley, an estimated $6.51M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2019 was Jane Street, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2019.