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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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28 hedge funds and large institutions have $25M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

3% more capital invested

Capital invested by funds: $24.3M → $25M (+$687K)

7% less funds holding

Funds holding: 30 → 28 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.18M
2
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
+$611K
3
PFS
Prospera Financial Services
Texas
+$266K
4
Bank of America
Bank of America
North Carolina
+$237K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$179K

Top Sellers

1
SSG
Summit Securities Group
New York
-$1.02M
2
Morgan Stanley
Morgan Stanley
New York
-$509K
3
U
UBS
Switzerland
-$169K
4
LWI
Long Wharf Investors
Massachusetts
-$146K
5
FHC
First Heartland Consultants
Missouri
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.26M +$237K +4,457 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.83M -$509K -9,574 -12%
Wells Fargo
3
Wells Fargo
California
$3.64M +$1.18M +22,249 +48%
U
4
UBS
Switzerland
$1.7M -$169K -3,173 -9%
RJA
5
Raymond James & Associates
Florida
$1.42M -$108K -2,032 -7%
LPL Financial
6
LPL Financial
California
$1.24M +$173K +3,255 +16%
AIA
7
Alerus Investment Advisors
Minnesota
$1.04M +$850 +16 +0.1%
DC
8
Davenport & Co
Virginia
$1.01M +$112K +2,110 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$936K +$179K +3,363 +24%
LPT
10
Legacy Private Trust
Wisconsin
$785K -$50.5K -950 -6%
Ameriprise
11
Ameriprise
Minnesota
$674K +$84.6K +1,593 +14%
FBNAT
12
FirstMerit Bank N.A. Trustee
Ohio
$612K +$611K +11,506 New
CIM
13
Confluence Investment Management
Missouri
$536K +$85.6K +1,612 +19%
SI
14
SII Investments
Wisconsin
$442K – – –
LW
15
Linscomb Wealth
Texas
$404K -$10.1K -191 -2%
VKH
16
Virtu KCG Holdings
New York
$368K +$367K +6,911 New
AAM
17
Autus Asset Management
Arizona
$346K – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$321K -$3.56K -67 -1%
VCM
19
Vigilant Capital Management
Maine
$285K +$14.6K +275 +5%
LWI
20
Long Wharf Investors
Massachusetts
$278K -$146K -2,750 -35%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$277K – – –
PFS
22
Prospera Financial Services
Texas
$266K +$266K +5,000 New
NC
23
NewSquare Capital
Pennsylvania
$165K +$5.05K +95 +3%
WA
24
WFG Advisors
Texas
$91K +$159 +3 +0.2%
TCM
25
TD Capital Management
Tennessee
$24K +$106 +2 +0.5%
1
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IBMD Hedge Fund Activity: Q3 2013 in Review

28 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q3 2013, worth a combined $25M — up 2.8% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IBMD and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $1.18M. The largest seller was Summit Securities Group, exiting entirely with an estimated $1.02M sold.

  • 28 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q3 2013, down from 30 in Q2 2013.
  • Funds reported $25M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q3 2013, up 2.8% quarter-over-quarter.
  • 3 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q3 2013 and 4 closed out, a net change of -1 holder.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q3 2013 was Wells Fargo, an estimated $1.18M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q3 2013 was Summit Securities Group, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2013.