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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

90 hedge funds and large institutions have $167M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

27% more funds holding

Funds holding: 7190 (+19)

11% more capital invested

Capital invested by funds: $151M → $167M (+$15.8M)

Holders
90
Holders Change
+19
Holders Change %
+26.76%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
34
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$23.8M +$277K +10,905 +1%
HighTower Advisors
2
HighTower Advisors
Illinois
$15.6M -$1.14M -44,892 -7%
Bank of America
3
Bank of America
North Carolina
$11.3M +$1.63M +64,237 +17%
UBS Group
4
UBS Group
Switzerland
$9.5M -$470K -18,507 -5%
Morgan Stanley
5
Morgan Stanley
New York
$8.2M +$498K +19,610 +7%
Wells Fargo
6
Wells Fargo
California
$7.08M -$499K -19,675 -7%
GA
7
Gateway Advisory
New Jersey
$6.27M +$113K +4,457 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6M +$804K +31,673 +16%
LNC
9
Lincoln National Corp
Pennsylvania
$5.24M +$116K +4,557 +2%
FFW
10
Fusion Family Wealth
New York
$5.07M -$87.1K -3,433 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.92M -$322K -12,674 -6%
UCFA
12
United Capital Financial Advisors
Texas
$4.83M -$638K -25,133 -12%
CIM
13
Confluence Investment Management
Missouri
$4.77M +$106K +4,194 +2%
LIM
14
Leavell Investment Management
Alabama
$3.82M +$279K +11,000 +8%
Jane Street
15
Jane Street
New York
$2.71M +$1.03M +40,513 +62%
LPL Financial
16
LPL Financial
California
$2.63M +$145K +5,711 +6%
PAG
17
Private Advisor Group
New Jersey
$2.29M +$741K +29,207 +49%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.24M +$1.16M +45,806 +110%
Stifel Financial
19
Stifel Financial
Missouri
$1.82M +$554K +21,836 +44%
MAS
20
Managed Account Services
Florida
$1.58M +$398K +15,671 +34%
TTWM
21
TCV Trust & Wealth Management
Virginia
$1.5M -$203K -8,000 -12%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$1.03M +40,432 +239%
FPS
23
Fieldpoint Private Securities
Connecticut
$1.41M
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.39M -$252K -9,947 -16%
CIC
25
Carnegie Investment Counsel
Ohio
$1.17M -$870K -34,255 -43%

IBMK Hedge Fund Activity: Q4 2018 in Review

90 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q4 2018, worth a combined $167M — up 11% from $151M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBMK positions and 3 closed out — a net gain of 19 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was HighTower Advisors, cutting an estimated $1.14M.

  • 90 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q4 2018, up from 71 in Q3 2018.
  • Funds reported $167M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q4 2018 and 3 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $1.63M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q4 2018 was HighTower Advisors, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2018.