iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.42M |
| 2 |
Jane Street
New York
|
+$2.75M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$626K |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$422K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$298K |
| 4 |
VF
Virtu Financial
New York
|
-$256K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
51
Raymond James & Associates
St Petersburg,
Florida
| $202K | +$204K | +7,868 | New |
|
|
1IA
52
1834 Investment Advisors
Milwaukee,
Wisconsin
| $186K | +$188K | +7,250 | New |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $157K | +$19.9K | +770 | +12% |
|
|
OIA
54
OneDigital Investment Advisors
Overland Park,
Kansas
| $146K | +$147K | +5,690 | New |
|
|
FAAS
55
First Allied Advisory Services
San Diego,
California
| $90K | +$90.6K | +3,500 | New |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $83K | – | – | – |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $62K | – | – | – |
|
|
AG
58
Advisor Group
Phoenix,
Arizona
| $23K | – | – | – |
|
|
AF
59
Advisornet Financial
Minnetonka,
Minnesota
| $20K | +$20.1K | +775 | New |
|
|
TC
60
Trust Company
Manhattan,
Kansas
| $11K | – | – | – |
|
61
First Manhattan
New York
| $9K | – | – | – |
|
62
BlackRock
New York
| $3K | – | – | – |
|
|
VF
63
Virtu Financial
New York
| – | -$256K | -9,802 | Closed |
|
|
PFS
64
Prospera Financial Services
Dallas,
Texas
| – | -$209K | -8,000 | Closed |
|
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.