iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
99 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 16 reducing their positions, and 8 closing their positions.
231% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 16
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $189M → $204M (+$14.2M)
3% more funds holding
Funds holding: 96 → 99 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.53M |
| 2 |
Jane Street
New York
|
+$1.16M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$918K |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$734K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$624K |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$382K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$351K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$342K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$298K |
IBMK Hedge Fund Activity: Q2 2019 in Review
99 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2019, worth a combined $204M — up 7.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMK positions and 8 closed out — a net gain of 4 holders — while 53 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.53M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $624K sold.
- 99 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2019, up from 96 in Q1 2019.
- Funds reported $204M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2019, up 7.5% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.53M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2019 was First Allied Advisory Services, an estimated $624K sold.
Based on aggregated 13F filings for Q2 2019.