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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

49 hedge funds and large institutions have $87M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

23% more funds holding

Funds holding: 4049 (+9)

15% more capital invested

Capital invested by funds: $75.6M → $87M (+$11.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$15.9M +$1.07M +41,028 +7%
HighTower Advisors
2
HighTower Advisors
Illinois
$13.2M +$4.7M +180,596 +55%
CIM
3
Confluence Investment Management
Missouri
$7.41M +$197K +7,562 +3%
GA
4
Gateway Advisory
New Jersey
$6.41M +$207K +7,966 +3%
Wells Fargo
5
Wells Fargo
California
$5.58M -$2.36M -90,900 -30%
Bank of America
6
Bank of America
North Carolina
$4.71M +$1.65M +63,256 +54%
UBS Group
7
UBS Group
Switzerland
$3.89M -$987K -37,941 -20%
VCM
8
Vigilant Capital Management
Maine
$3.48M +$423K +16,250 +14%
TC
9
Trust Company
Kansas
$3.18M +$1.01M +38,918 +47%
LNC
10
Lincoln National Corp
Pennsylvania
$3M +$565K +21,713 +23%
Morgan Stanley
11
Morgan Stanley
New York
$2.37M +$697K +26,790 +42%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.9M +$100K +3,853 +6%
TTWM
13
TCV Trust & Wealth Management
Virginia
$1.76M -$19.5K -750 -1%
BA
14
Boston Advisors
Massachusetts
$1.52M +$104K +3,997 +7%
FFW
15
Fusion Family Wealth
New York
$1.31M +$163K +6,260 +14%
LPL Financial
16
LPL Financial
California
$1.08M +$162K +6,225 +18%
REMPR
17
Roof Eidam Maycock Peralta (REMP)
California
$1.03M
ADL
18
Asset Dedication LLC
California
$860K +$73K +2,807 +9%
Jane Street
19
Jane Street
New York
$750K +$750K +28,837 New
LIM
20
Leavell Investment Management
Alabama
$702K +$702K +27,000 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$531K +$493K +18,940 +1,294%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$505K -$2.6K -100 -0.5%
GWA
23
Guidant Wealth Advisors
Illinois
$445K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$418K +$2.86K +110 +0.7%
Mariner
25
Mariner
Kansas
$384K +$9.94K +382 +3%

IBMK Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q2 2017, worth a combined $87M — up 15% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMK positions and 1 closed out — a net gain of 9 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.7M. The largest seller was Wells Fargo, cutting an estimated $2.36M.

  • 49 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q2 2017, up from 40 in Q1 2017.
  • Funds reported $87M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q2 2017, up 15% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q2 2017 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $4.7M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2017.