iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
96 hedge funds and large institutions have $189M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 7 closing their positions.
207% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 15
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $167M → $189M (+$22.8M)
7% more funds holding
Funds holding: 90 → 96 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.51M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.22M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.19M |
| 4 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$1.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.71M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$985K |
| 3 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$924K |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$797K |
| 5 |
Bank of New York Mellon
New York
|
-$643K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Bank of New York Mellon
New York
| – | -$643K | -25,091 | Closed |
|
102
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$399K | -15,565 | Closed |
|
|
AIC
103
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$317K | -12,391 | Closed |
|
|
KPW
104
Kore Private Wealth
New York
| – | -$3K | -118 | Closed |
|
IBMK Hedge Fund Activity: Q1 2019 in Review
96 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2019, worth a combined $189M — up 14% from $167M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBMK positions and 7 closed out — a net gain of 7 holders — while 46 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.51M. The largest seller was Jane Street, exiting entirely with an estimated $2.71M sold.
- 96 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2019, up from 90 in Q4 2018.
- Funds reported $189M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2019, up 14% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2019 and 7 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2019 was Morgan Stanley, an estimated $6.51M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2019 was Jane Street, an estimated $2.71M sold.
Based on aggregated 13F filings for Q1 2019.