iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
IBMK was delisted on the 1st of December, 2022.
71 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 12 closing their positions.
356% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $138M → $151M (+$13.2M)
5% less funds holding
Funds holding: 75 → 71 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.22M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.45M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$1.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$949K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.29M |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.04M |
| 3 |
BA
BKS Advisors
Southfield,
Michigan
|
-$715K |
| 4 |
Bank of New York Mellon
New York
|
-$675K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$656K |
IBMK Hedge Fund Activity: Q3 2018 in Review
71 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q3 2018, worth a combined $151M — up 9.6% from $138M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IBMK and 8 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 41 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.22M. The largest seller was Confluence Investment Management, cutting an estimated $2.29M.
- 71 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q3 2018, down from 75 in Q2 2018.
- Funds reported $151M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q3 2018, up 9.6% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q3 2018 and 12 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.22M added.
- The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q3 2018 was Confluence Investment Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2018.