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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
AIP
51
Ameritas Investment Partners
Nebraska
$238K +$52.4K +2,050 +28%
NA
52
NewEdge Advisors
Louisiana
$235K +$236K +9,219 New
SWP
53
Stratos Wealth Partners
Ohio
$198K +$198K +7,750 New
1IA
54
1834 Investment Advisors
Wisconsin
$185K
OIA
55
OneDigital Investment Advisors
Kansas
$145K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$91K +$30.1K +1,177 +49%
IA
57
IFP Advisors
Florida
$83K
AF
58
Advisornet Financial
Minnesota
$65K +$45K +1,760 +227%
MCM
59
Monument Capital Management
Virginia
$58K +$58.5K +2,288 New
AG
60
Advisor Group
Arizona
$23K
SWP
61
Strategic Wealth Partners
Ohio
$20K +$20.1K +786 New
SFM
62
Signet Financial Management
New Jersey
$18K +$18.1K +708 New
SEI Investments
63
SEI Investments
Pennsylvania
$11K -$198K -7,737 -95%
TC
64
Trust Company
Kansas
$11K
First Manhattan
65
First Manhattan
New York
$9K
BlackRock
66
BlackRock
New York
$3K
SIS
67
Sound Income Strategies
Florida
$1K +$665 +26 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$584K -22,746 Closed
BCM
69
Brookstone Capital Management
Illinois
-$242K -9,440 Closed
DADC
70
D.A. Davidson & Co
Montana
-$241K -9,390 Closed
FAAS
71
First Allied Advisory Services
California
-$90K -3,500 Closed

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.