iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.89M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.34M |
| 3 |
Morgan Stanley
New York
|
+$1.34M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.26M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
-$3.2M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$850K |
| 3 |
Jane Street
New York
|
-$750K |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$507K |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$445K |
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.