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IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF
IBMD

Delisted

IBMD was delisted on the 1st of September, 2015.

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36 hedge funds and large institutions have $36.8M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

47% more capital invested

Capital invested by funds: $25M → $36.8M (+$11.8M)

29% more funds holding

Funds holding: 28 → 36 (+8)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.19M
2
Citigroup
Citigroup
New York
+$2.18M
3
LPT
Legacy Private Trust
Wisconsin
+$2.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
5
LPL Financial
LPL Financial
California
+$628K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$1.42M
2
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$612K
3
U
UBS
Switzerland
-$324K
4
AIA
Alerus Investment Advisors
Minnesota
-$210K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$266K – – –
VIA
27
Vantage Investment Advisors
Pennsylvania
$211K +$211K +3,972 New
EWM
28
Empirical Wealth Management
Washington
$201K +$201K +3,774 New
NC
29
NewSquare Capital
Pennsylvania
$146K -$19.1K -360 -12%
WA
30
WFG Advisors
Texas
$91K +$160 +3 +0.2%
WA
31
Winfield Associates
Ohio
$85K +$84.8K +1,595 New
PIM
32
Parasol Investment Management
Illinois
$27K +$26.6K +500 New
TCM
33
TD Capital Management
Tennessee
$24K +$53 +1 +0.2%
NES
34
New England Securities
New York
$21K – – –
KPCM
35
Kings Point Capital Management
New York
$16K – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$10K – – –
RJA
37
Raymond James & Associates
Florida
– -$1.42M -26,620 Closed
FBNAT
38
FirstMerit Bank N.A. Trustee
Ohio
– -$612K -11,506 Closed
1
2

IBMD Hedge Fund Activity: Q4 2013 in Review

36 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q4 2013, worth a combined $36.8M — up 47% from $25M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMD positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $5.19M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.42M sold.

  • 36 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q4 2013, up from 28 in Q3 2013.
  • Funds reported $36.8M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q4 2013, up 47% quarter-over-quarter.
  • 10 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q4 2013 and 2 closed out, a net change of +8 holders.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q4 2013 was Bank of America, an estimated $5.19M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q4 2013 was Raymond James & Associates, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2013.