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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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50 hedge funds and large institutions have $45.5M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

22% more funds holding

Funds holding: 41 → 50 (+9)

12% more capital invested

Capital invested by funds: $40.7M → $45.5M (+$4.87M)

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.6M
2
VCM
Vigilant Capital Management
Maine
+$890K
3
PAG
Pinnacle Advisory Group
Maryland
+$618K
4
Jane Street
Jane Street
New York
+$501K
5
UCFA
United Capital Financial Advisors
Texas
+$314K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$981K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$965K
3
EWM
Empirical Wealth Management
Washington
-$218K
4
LPL Financial
LPL Financial
California
-$71.7K
5
LW
Linscomb Wealth
Texas
-$26.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$431K +$120K +2,280 +39%
AAM
27
Autus Asset Management
Arizona
$343K +$79.1K +1,500 +30%
Ameriprise
28
Ameriprise
Minnesota
$339K -$20.8K -395 -6%
BUB
29
BBVA USA Bancshares
Texas
$322K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$277K – – –
ICAS
31
Investors Capital Advisory Services
Massachusetts
$274K -$19.8K -375 -7%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$274K +$274K +5,195 New
SI
33
SII Investments
Wisconsin
$265K – – –
PFS
34
Prospera Financial Services
Texas
$264K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$209K +$209K +3,970 New
VIA
36
Vantage Investment Advisors
Pennsylvania
$99K – – –
IF
37
Ironwood Financial
Arizona
$79K +$79.1K +1,500 New
WA
38
WFG Advisors
Texas
$66K -$24.8K -471 -27%
WA
39
Winfield Associates
Ohio
$63K -$21.1K -400 -25%
NPC
40
National Planning Corporation
California
$52.7K +$52.7K +1,000 New
FPFS
41
First Personal Financial Services
North Carolina
$51K +$51.4K +975 New
SIA
42
Stancorp Investment Advisers
Oregon
$41K +$41.4K +784 New
PIM
43
Parasol Investment Management
Illinois
$26K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$25K +$15.1K +287 +155%
TCM
45
TD Capital Management
Tennessee
$23K +$53 +1 +0.2%
KPCM
46
Kings Point Capital Management
New York
$16K – – –
AIG
47
American International Group
New York
$9.33K – – –
GWA
48
Genesis Wealth Advisors
Massachusetts
$1.94K +$1.95K +37 New
NES
49
New England Securities
New York
$1K – – –
EWM
50
Empirical Wealth Management
Washington
– -$218K -4,129 Closed
1
2
3

IBMD Hedge Fund Activity: Q4 2014 in Review

50 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q4 2014, worth a combined $45.5M — up 12% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMD positions and 1 closed out — a net gain of 10 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.6M. The largest seller was Bank of America, cutting an estimated $981K.

  • 50 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q4 2014, up from 41 in Q3 2014.
  • Funds reported $45.5M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 11 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q4 2014 and 1 closed out, a net change of +10 holders.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $2.6M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q4 2014 was Bank of America, an estimated $981K sold.

Based on aggregated 13F filings for Q4 2014.