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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF

Delisted

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

96 hedge funds and large institutions have $189M invested in iShares iBonds Dec 2022 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $167M → $189M (+$22.8M)

7% more funds holding

Funds holding: 9096 (+6)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
46
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$23.9M -$155K -6,009 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$16.9M +$1.05M +40,829 +7%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$6.51M +252,327 +79%
Bank of America
4
Bank of America
North Carolina
$11.9M +$437K +16,937 +4%
UBS Group
5
UBS Group
Switzerland
$11.4M +$1.79M +69,574 +19%
Wells Fargo
6
Wells Fargo
California
$7.47M +$300K +11,621 +4%
CIM
7
Confluence Investment Management
Missouri
$7.03M +$2.19M +84,940 +46%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.12M +$44.7K +1,735 +0.7%
LNC
9
Lincoln National Corp
Pennsylvania
$5.56M +$253K +9,808 +5%
GA
10
Gateway Advisory
New Jersey
$5.55M -$797K -30,917 -13%
FFW
11
Fusion Family Wealth
New York
$5.17M +$29.5K +1,142 +0.6%
UCFA
12
United Capital Financial Advisors
Texas
$4.88M -$13.3K -516 -0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.85M -$128K -4,956 -3%
LIM
14
Leavell Investment Management
Alabama
$4.72M +$851K +33,000 +22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.51M +$2.22M +86,204 +98%
LPL Financial
16
LPL Financial
California
$3.23M +$564K +21,886 +21%
NA
17
NewEdge Advisors
Louisiana
$2.88M +$1.63M +63,077 +132%
PAG
18
Private Advisor Group
New Jersey
$2.28M -$33.2K -1,286 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$695K +26,936 +47%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M +$749K +29,058 +54%
SCA
21
Stonebridge Capital Advisors
Minnesota
$1.89M +$1.87M +72,668 New
RJA
22
Raymond James & Associates
Florida
$1.76M +$652K +25,277 +60%
FC
23
Ferris Capital
Massachusetts
$1.64M +$699K +27,117 +75%
Mariner
24
Mariner
Kansas
$1.6M +$430K +16,676 +37%
MAS
25
Managed Account Services
Florida
$1.59M

IBMK Hedge Fund Activity: Q1 2019 in Review

96 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) for Q1 2019, worth a combined $189M — up 14% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBMK positions and 7 closed out — a net gain of 7 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.51M. The largest seller was Jane Street, exiting entirely with an estimated $2.71M sold.

  • 96 institutional investors held iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) as of Q1 2019, up from 90 in Q4 2018.
  • Funds reported $189M of iShares iBonds Dec 2022 Term Muni Bond ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2022 Term Muni Bond ETF positions in Q1 2019 and 7 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF buyer in Q1 2019 was Morgan Stanley, an estimated $6.51M added.
  • The largest iShares iBonds Dec 2022 Term Muni Bond ETF seller in Q1 2019 was Jane Street, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2019.