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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

IBMK was delisted on the 1st of December, 2022.

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: 6775 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$273K -$12.8K -505 -5%
DC
52
Davenport & Co
Virginia
$271K
CG
53
Colony Group
Massachusetts
$263K
LF
54
Lee Financial
Texas
$260K +$259K +10,183 New
VF
55
Virtu Financial
New York
$257K +$256K +10,072 New
AIP
56
Ameritas Investment Partners
Nebraska
$247K +$8.26K +325 +3%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$232K +$231K +9,074 New
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$228K -$26.6K -1,045 -10%
1IA
59
1834 Investment Advisors
Wisconsin
$200K +$15.3K +600 +8%
VCM
60
Vigilant Capital Management
Maine
$174K -$1.12M -44,108 -87%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$172K +$79.9K +3,142 +88%
SSB
62
Sandy Spring Bank
Maryland
$153K +$153K +6,010 New
OIA
63
OneDigital Investment Advisors
Kansas
$145K
SEIA
64
Signature Estate & Investment Advisors
California
$107K +$107K +4,207 New
AF
65
Advisornet Financial
Minnesota
$65K
B
66
Bridgeworth
Alabama
$65K +$64.9K +2,553 New
MCM
67
Monument Capital Management
Virginia
$57K -$1.88K -74 -3%
IA
68
IFP Advisors
Florida
$50K -$32.1K -1,262 -39%
AG
69
Advisor Group
Arizona
$23K
SWP
70
Strategic Wealth Partners
Ohio
$20K
SFM
71
Signet Financial Management
New Jersey
$18K
SEI Investments
72
SEI Investments
Pennsylvania
$11K
First Manhattan
73
First Manhattan
New York
$9K
TC
74
Trust Company
Kansas
$2K -$8.62K -339 -81%
NA
75
NewEdge Advisors
Louisiana
$582 +$347K +13,634 +148%

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.