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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

67 hedge funds and large institutions have $124M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

8% more funds holding

Funds holding: 6267 (+5)

6% more capital invested

Capital invested by funds: $116M → $124M (+$7.29M)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$20M +$2.88M +112,469 +17%
HighTower Advisors
2
HighTower Advisors
Illinois
$15.6M +$668K +26,106 +4%
UBS Group
3
UBS Group
Switzerland
$9.76M +$5.93M +231,682 +153%
Bank of America
4
Bank of America
North Carolina
$7.47M +$982K +38,413 +15%
CIM
5
Confluence Investment Management
Missouri
$7.05M +$534K +20,860 +8%
Wells Fargo
6
Wells Fargo
California
$6.38M -$1.32M -51,466 -17%
GA
7
Gateway Advisory
New Jersey
$5.76M -$6.11K -239 -0.1%
Morgan Stanley
8
Morgan Stanley
New York
$5.7M +$1.65M +64,585 +41%
UCFA
9
United Capital Financial Advisors
Texas
$5.57M +$630K +24,627 +13%
LNC
10
Lincoln National Corp
Pennsylvania
$4.37M -$3.77M -147,420 -46%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.75M +$1.21M +47,403 +48%
FFW
12
Fusion Family Wealth
New York
$2.79M +$179K +7,011 +7%
ADL
13
Asset Dedication LLC
California
$2.78M +$646K +25,246 +30%
LIM
14
Leavell Investment Management
Alabama
$2.24M +$352K +13,750 +19%
Jane Street
15
Jane Street
New York
$2.01M -$700K -27,384 -26%
TTWM
16
TCV Trust & Wealth Management
Virginia
$1.78M +$34.8K +1,360 +2%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$1.15M +44,959 +304%
LPL Financial
18
LPL Financial
California
$1.37M +$171K +6,681 +14%
VCM
19
Vigilant Capital Management
Maine
$1.3M -$4.46M -174,263 -77%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$1.08M
BA
21
Boston Advisors
Massachusetts
$1.06M -$9.39K -367 -0.9%
CTC
22
Central Trust Company
Missouri
$837K +$409K +16,000 +95%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$812K +$5.37K +210 +0.7%
BA
24
BKS Advisors
Michigan
$714K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$688K +$486 +19 +0.1%

IBMK Hedge Fund Activity: Q1 2018 in Review

67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2018, worth a combined $124M — up 6.3% from $116M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMK positions and 4 closed out — a net gain of 5 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $5.93M. The largest seller was Vigilant Capital Management, cutting an estimated $4.46M.

  • 67 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2018, up from 62 in Q4 2017.
  • Funds reported $124M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2018, up 6.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2018 was UBS Group, an estimated $5.93M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2018 was Vigilant Capital Management, an estimated $4.46M sold.

Based on aggregated 13F filings for Q1 2018.