ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF
IBMD
IBMD was delisted on the 1st of September, 2015.
50 hedge funds and large institutions have $41.6M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 50 → 50 (0)
9% less capital invested
Capital invested by funds: $45.5M → $41.6M (-$3.91M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$2.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.51M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.19M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.14M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
51
Pinnacle Advisory Group
Columbia,
Maryland
| – | -$618K | -11,723 | Closed |
|
52
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$277K | -5,258 | Closed |
|
|
WA
53
WFG Advisors
Dallas,
Texas
| – | -$66K | -1,243 | Closed |
|
|
NPC
54
National Planning Corporation
El Segundo,
California
| – | -$52.7K | -1,000 | Closed |
|
|
FPFS
55
First Personal Financial Services
Charlotte,
North Carolina
| – | -$51K | -975 | Closed |
|
IBMD Hedge Fund Activity: Q1 2015 in Review
50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q1 2015, worth a combined $41.6M — down 8.6% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMD positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.05M. The largest seller was Jane Street, cutting an estimated $2.43M.
- 50 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $41.6M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q1 2015, down 8.6% quarter-over-quarter.
- 7 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q1 2015 and 6 closed out, a net change of +1 holder.
- The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $4.05M added.
- The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q1 2015 was Jane Street, an estimated $2.43M sold.
Based on aggregated 13F filings for Q1 2015.