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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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37 hedge funds and large institutions have $35.9M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 36 → 37 (+1)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

2% less capital invested

Capital invested by funds: $36.8M → $35.9M (-$919K)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.89M
2
PFM
Phillips Financial Management
Indiana
+$1.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$515K
4
Morgan Stanley
Morgan Stanley
New York
+$420K
5
Mariner
Mariner
Kansas
+$334K

Top Sellers

1
Citigroup
Citigroup
New York
-$2.19M
2
Bank of America
Bank of America
North Carolina
-$2.03M
3
U
UBS
Switzerland
-$618K
4
VKH
Virtu KCG Holdings
New York
-$478K
5
Wells Fargo
Wells Fargo
California
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$259K +$259K +4,886 New
VCM
27
Vigilant Capital Management
Maine
$223K -$44.9K -845 -17%
EWM
28
Empirical Wealth Management
Washington
$217K +$17K +321 +9%
VIA
29
Vantage Investment Advisors
Pennsylvania
$211K – – –
LWI
30
Long Wharf Investors
Massachusetts
$202K -$86K -1,620 -30%
WA
31
Winfield Associates
Ohio
$122K +$37.2K +700 +44%
WA
32
WFG Advisors
Texas
$91K +$159 +3 +0.2%
PIM
33
Parasol Investment Management
Illinois
$27K – – –
TCM
34
TD Capital Management
Tennessee
$24K – – –
NES
35
New England Securities
New York
$21K – – –
KPCM
36
Kings Point Capital Management
New York
$16K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$10K – – –
Citigroup
38
Citigroup
New York
– -$2.19M -41,066 Closed
VKH
39
Virtu KCG Holdings
New York
– -$478K -8,972 Closed
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
– -$321K -6,028 Closed
NC
41
NewSquare Capital
Pennsylvania
– -$146K -2,736 Closed
1
2

IBMD Hedge Fund Activity: Q1 2014 in Review

37 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q1 2014, worth a combined $35.9M — down 2.5% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMD positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.89M. The largest seller was Citigroup, exiting entirely with an estimated $2.19M sold.

  • 37 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q1 2014, up from 36 in Q4 2013.
  • Funds reported $35.9M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q1 2014, down 2.5% quarter-over-quarter.
  • 5 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q1 2014 and 4 closed out, a net change of +1 holder.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q1 2014 was Jane Street, an estimated $1.89M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q1 2014 was Citigroup, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2014.