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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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38 hedge funds and large institutions have $39M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $35.9M → $39M (+$3.07M)

3% more funds holding

Funds holding: 37 → 38 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.46M
2
UCFA
United Capital Financial Advisors
Texas
+$822K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$663K
4
Morgan Stanley
Morgan Stanley
New York
+$620K
5
LNC
Lincoln National Corp
Pennsylvania
+$610K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.3M
2
LPL Financial
LPL Financial
California
-$384K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$348K
4
LWI
Long Wharf Investors
Massachusetts
-$202K
5
SI
SII Investments
Wisconsin
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$289K +$71.7K +1,352 +33%
VKH
27
Virtu KCG Holdings
New York
$279K +$279K +5,255 New
SI
28
SII Investments
Wisconsin
$275K -$135K -2,544 -33%
PFS
29
Prospera Financial Services
Texas
$265K – – –
VCM
30
Vigilant Capital Management
Maine
$223K – – –
WA
31
Winfield Associates
Ohio
$121K – – –
VIA
32
Vantage Investment Advisors
Pennsylvania
$100K -$111K -2,089 -53%
WA
33
WFG Advisors
Texas
$91K +$159 +3 +0.2%
PIM
34
Parasol Investment Management
Illinois
$27K – – –
TCM
35
TD Capital Management
Tennessee
$24K +$53 +1 +0.2%
KPCM
36
Kings Point Capital Management
New York
$16K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$10K – – –
NES
38
New England Securities
New York
$1K -$19.9K -376 -95%
LWI
39
Long Wharf Investors
Massachusetts
– -$202K -3,800 Closed
1
2

IBMD Hedge Fund Activity: Q2 2014 in Review

38 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q2 2014, worth a combined $39M — up 8.6% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IBMD positions and 1 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $1.46M. The largest seller was Jane Street, cutting an estimated $1.3M.

  • 38 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q2 2014, up from 37 in Q1 2014.
  • Funds reported $39M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q2 2014, up 8.6% quarter-over-quarter.
  • 2 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q2 2014 and 1 closed out, a net change of +1 holder.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q2 2014 was Bank of America, an estimated $1.46M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q2 2014 was Jane Street, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2014.