We are live on ! Find out more
IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF
IBMD

Delisted

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

Back to rankings

41 hedge funds and large institutions have $40.7M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 38 → 41 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

4% more capital invested

Capital invested by funds: $39M → $40.7M (+$1.71M)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.34M
2
Jane Street
Jane Street
New York
+$1.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$752K
4
VKH
Virtu KCG Holdings
New York
+$726K
5
Wells Fargo
Wells Fargo
California
+$651K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.08M
2
Morgan Stanley
Morgan Stanley
New York
-$1.71M
3
U
UBS
Switzerland
-$709K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$699K
5
Ameriprise
Ameriprise
Minnesota
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$311K +$312K +5,890 New
ICAS
27
Investors Capital Advisory Services
Massachusetts
$294K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$278K +$278K +5,258 New
SI
29
SII Investments
Wisconsin
$265K -$9.26K -175 -3%
AAM
30
Autus Asset Management
Arizona
$264K -$79.4K -1,500 -23%
PFS
31
Prospera Financial Services
Texas
$264K – – –
EWM
32
Empirical Wealth Management
Washington
$218K -$69.7K -1,318 -24%
VIA
33
Vantage Investment Advisors
Pennsylvania
$100K – – –
WA
34
WFG Advisors
Texas
$91K +$106 +2 +0.1%
WA
35
Winfield Associates
Ohio
$84K -$37K -700 -31%
PIM
36
Parasol Investment Management
Illinois
$26K – – –
TCM
37
TD Capital Management
Tennessee
$23K +$53 +1 +0.2%
KPCM
38
Kings Point Capital Management
New York
$16K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$10K – – –
AIG
40
American International Group
New York
$9.35K +$9.36K +177 New
NES
41
New England Securities
New York
$1K – – –
1
2

IBMD Hedge Fund Activity: Q3 2014 in Review

41 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q3 2014, worth a combined $40.7M — up 4.4% from $39M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBMD positions and 0 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.34M. The largest seller was Bank of America, cutting an estimated $3.08M.

  • 41 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q3 2014, up from 38 in Q2 2014.
  • Funds reported $40.7M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q3 2014, up 4.4% quarter-over-quarter.
  • 3 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q3 2014 and 0 closed out, a net change of +3 holders.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $2.34M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q3 2014 was Bank of America, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2014.