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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

40 hedge funds and large institutions have $75.6M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

30% more capital invested

Capital invested by funds: $58M → $75.6M (+$17.6M)

11% more funds holding

Funds holding: 3640 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$14.7M +$1.33M +52,027 +10%
HighTower Advisors
2
HighTower Advisors
Illinois
$8.41M +$2.66M +103,782 +47%
Wells Fargo
3
Wells Fargo
California
$7.86M +$1.38M +53,762 +21%
CIM
4
Confluence Investment Management
Missouri
$7.14M +$482K +18,837 +7%
GA
5
Gateway Advisory
New Jersey
$6.18M +$6.1M +238,294 New
UBS Group
6
UBS Group
Switzerland
$4.83M -$691 -27 -0%
VCM
7
Vigilant Capital Management
Maine
$3.03M +$269K +10,515 +10%
Bank of America
8
Bank of America
North Carolina
$3.03M +$538K +21,014 +22%
LNC
9
Lincoln National Corp
Pennsylvania
$2.41M +$1.33M +51,809 +124%
TC
10
Trust Company
Kansas
$2.15M +$381K +14,874 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.78M +$1.41M +54,893 +386%
TTWM
12
TCV Trust & Wealth Management
Virginia
$1.77M -$76.8K -3,000 -4%
Morgan Stanley
13
Morgan Stanley
New York
$1.66M -$690K -26,942 -29%
BA
14
Boston Advisors
Massachusetts
$1.4M +$539K +21,047 +63%
FFW
15
Fusion Family Wealth
New York
$1.14M +$140K +5,466 +14%
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$1.02M +$252K +9,840 +33%
LPL Financial
17
LPL Financial
California
$905K +$902K +35,201 New
ADL
18
Asset Dedication LLC
California
$779K +$257K +10,022 +50%
BA
19
BKS Advisors
Michigan
$515K +$512K +20,000 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$502K -$30.1K -1,175 -6%
GWA
21
Guidant Wealth Advisors
Illinois
$442K +$262K +10,240 +148%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$411K +$149K +5,801 +57%
Mariner
23
Mariner
Kansas
$370K +$368K +14,371 New
MAS
24
Managed Account Services
Florida
$358K
LFAS
25
Level Four Advisory Services
Texas
$353K

IBMK Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2017, worth a combined $75.6M — up 30% from $58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMK positions and 2 closed out — a net gain of 5 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.66M sold.

  • 40 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2017, up from 36 in Q4 2016.
  • Funds reported $75.6M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2017 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.1M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2017 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2017.