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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

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

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30 hedge funds and large institutions have $34.4M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

55% more capital invested

Capital invested by funds: $22.1M → $34.4M (+$12.3M)

36% more funds holding

Funds holding: 22 → 30 (+8)

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.35M
2
TC
Trust Company
Kansas
+$1.89M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.18M
4
CIM
Confluence Investment Management
Missouri
+$1.11M
5
Jane Street
Jane Street
New York
+$841K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$358K
2
LBC
Lawrence B. Cohen
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$5.47M +$1.18M +44,510 +27%
CIM
2
Confluence Investment Management
Missouri
$5.25M +$1.11M +41,900 +27%
Wells Fargo
3
Wells Fargo
California
$4.42M +$3.35M +126,835 +309%
UBS Group
4
UBS Group
Switzerland
$3.66M +$437K +16,540 +14%
VCM
5
Vigilant Capital Management
Maine
$2.82M +$276K +10,440 +11%
TC
6
Trust Company
Kansas
$2.05M +$1.89M +71,497 +1,135%
Bank of America
7
Bank of America
North Carolina
$1.52M +$414K +15,664 +37%
BA
8
Boston Advisors
Massachusetts
$1.33M +$392K +14,845 +42%
Jane Street
9
Jane Street
New York
$1.19M +$841K +31,854 +238%
US Bancorp
10
US Bancorp
Minnesota
$1.15M +$446K +16,897 +63%
Morgan Stanley
11
Morgan Stanley
New York
$1.06M +$212K +8,025 +25%
LNC
12
Lincoln National Corp
Pennsylvania
$796K +$263K +9,947 +49%
VKH
13
Virtu KCG Holdings
New York
$732K -$358K -13,572 -33%
Citadel Advisors
14
Citadel Advisors
Florida
$597K +$598K +22,648 New
REMPR
15
Roof Eidam Maycock Peralta (REMP)
California
$555K +$556K +21,060 New
ADL
16
Asset Dedication LLC
California
$416K +$151K +5,715 +57%
GLA
17
Great Lakes Advisors
Illinois
$264K +$265K +10,034 New
PAG
18
Private Advisor Group
New Jersey
$242K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$232K +$232K +8,797 New
PFS
20
Prospera Financial Services
Texas
$211K +$211K +8,000 New
WA
21
WFG Advisors
Texas
$136K +$72.9K +2,760 +115%
DADC
22
D.A. Davidson & Co
Montana
$105K – – –
Mariner
23
Mariner
Kansas
$65K +$64.8K +2,455 New
IWMPD
24
Integrated Wealth Management (Palm Desert)
California
$60K +$52.8K +2,000 +752%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$37K +$37.2K +1,409 New
1
2

IBMK Hedge Fund Activity: Q3 2016 in Review

30 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 Q3 2016, worth a combined $34.4M — up 55% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 1 closed out — a net gain of 8 holders — while 15 added to existing stakes and 1 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.35M. The largest seller was Virtu KCG Holdings, cutting an estimated $358K.

  • 30 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2016, up from 22 in Q2 2016.
  • Funds reported $34.4M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2016, up 55% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2016 and 1 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2016 was Wells Fargo, an estimated $3.35M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $358K sold.

Based on aggregated 13F filings for Q3 2016.