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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

62 hedge funds and large institutions have $116M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

27% more funds holding

Funds holding: 4962 (+13)

17% more capital invested

Capital invested by funds: $99.6M → $116M (+$16.8M)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$17.3M +$368K +14,220 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$15M +$663K +25,610 +5%
LNC
3
Lincoln National Corp
Pennsylvania
$8.18M +$4.42M +170,757 +115%
Wells Fargo
4
Wells Fargo
California
$7.75M +$1.54M +59,504 +25%
CIM
5
Confluence Investment Management
Missouri
$6.57M +$87.6K +3,387 +1%
Bank of America
6
Bank of America
North Carolina
$6.54M +$1.3M +50,336 +25%
GA
7
Gateway Advisory
New Jersey
$5.81M -$422K -16,322 -7%
VCM
8
Vigilant Capital Management
Maine
$5.78M +$1.59M +61,390 +37%
UCFA
9
United Capital Financial Advisors
Texas
$4.98M +$185K +7,134 +4%
Morgan Stanley
10
Morgan Stanley
New York
$4.08M +$427K +16,483 +12%
UBS Group
11
UBS Group
Switzerland
$3.88M -$626K -24,187 -14%
Jane Street
12
Jane Street
New York
$2.73M +$2.75M +106,283 New
FFW
13
Fusion Family Wealth
New York
$2.62M +$1.15M +44,571 +77%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.56M +$586K +22,664 +29%
ADL
15
Asset Dedication LLC
California
$2.15M +$563K +21,744 +35%
LIM
16
Leavell Investment Management
Alabama
$1.9M +$51.8K +2,000 +3%
TTWM
17
TCV Trust & Wealth Management
Virginia
$1.75M
LPL Financial
18
LPL Financial
California
$1.21M +$20.8K +804 +2%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$1.09M +$73.4K +2,835 +7%
BA
20
Boston Advisors
Massachusetts
$1.07M +$70.5K +2,725 +7%
PAG
21
Private Advisor Group
New Jersey
$811K -$298K -11,516 -27%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$811K +$118K +4,577 +17%
BA
23
BKS Advisors
Michigan
$719K +$31.1K +1,200 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$693K +$307K +11,863 +78%
DP
25
Denver PWM
Colorado
$624K +$114K +4,410 +22%

IBMK Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2017, worth a combined $116M — up 17% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMK positions and 2 closed out — a net gain of 13 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $4.42M. The largest seller was UBS Group, cutting an estimated $626K.

  • 62 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $116M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2017 was Lincoln National Corp, an estimated $4.42M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2017 was UBS Group, an estimated $626K sold.

Based on aggregated 13F filings for Q4 2017.