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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

22 hedge funds and large institutions have $22.1M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

73% more capital invested

Capital invested by funds: $12.8M → $22.1M (+$9.35M)

29% more funds holding

Funds holding: 1722 (+5)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$4.31M +$4.28M +163,205 New
CIM
2
Confluence Investment Management
Missouri
$4.16M +$949K +36,147 +30%
UBS Group
3
UBS Group
Switzerland
$3.23M +$568K +21,647 +21%
VCM
4
Vigilant Capital Management
Maine
$2.56M +$2.41M +91,930 +1,910%
Bank of America
5
Bank of America
North Carolina
$1.11M -$149K -5,689 -12%
VKH
6
Virtu KCG Holdings
New York
$1.09M +$1.09M +41,380 New
Wells Fargo
7
Wells Fargo
California
$1.09M +$730K +27,796 +210%
BA
8
Boston Advisors
Massachusetts
$939K +$53.8K +2,050 +6%
Morgan Stanley
9
Morgan Stanley
New York
$854K +$253K +9,654 +43%
US Bancorp
10
US Bancorp
Minnesota
$709K +$703K +26,802 New
LNC
11
Lincoln National Corp
Pennsylvania
$536K +$107K +4,062 +25%
Jane Street
12
Jane Street
New York
$354K -$1.45M -55,111 -80%
LBC
13
Lawrence B. Cohen
$304K +$302K +11,493 New
ADL
14
Asset Dedication LLC
California
$265K +$261K +9,941 +9,941%
PAG
15
Private Advisor Group
New Jersey
$243K +$241K +9,200 New
TC
16
Trust Company
Kansas
$167K +$52.5K +2,000 +47%
DADC
17
D.A. Davidson & Co
Montana
$105K
WA
18
WFG Advisors
Texas
$64K +$184 +7 +0.3%
IA
19
IFP Advisors
Florida
$33K +$22.6K +862 +216%
First Manhattan
20
First Manhattan
New York
$9K +$9.63K +367 New
IWMPD
21
Integrated Wealth Management (Palm Desert)
California
$7K +$6.98K +266 New
BIM
22
BlackRock Investment Management
Delaware
$2K
NC
23
NewSquare Capital
Pennsylvania
-$682K -26,177 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$661K -25,379 Closed

IBMK Hedge Fund Activity: Q2 2016 in Review

22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2016, worth a combined $22.1M — up 73% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMK positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $4.28M. The largest seller was Jane Street, cutting an estimated $1.45M.

  • 22 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2016, up from 17 in Q1 2016.
  • Funds reported $22.1M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2016, up 73% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2016 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2016 was HighTower Advisors, an estimated $4.28M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2016 was Jane Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2016.