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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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36 hedge funds and large institutions have $36.8M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

47% more capital invested

Capital invested by funds: $25M → $36.8M (+$11.8M)

29% more funds holding

Funds holding: 28 → 36 (+8)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.19M
2
Citigroup
Citigroup
New York
+$2.18M
3
LPT
Legacy Private Trust
Wisconsin
+$2.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
5
LPL Financial
LPL Financial
California
+$628K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$1.42M
2
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$612K
3
U
UBS
Switzerland
-$324K
4
AIA
Alerus Investment Advisors
Minnesota
-$210K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.46M +$5.19M +97,675 +122%
Morgan Stanley
2
Morgan Stanley
New York
$4.42M +$588K +11,066 +15%
Wells Fargo
3
Wells Fargo
California
$3.56M -$72.8K -1,370 -2%
LPT
4
Legacy Private Trust
Wisconsin
$2.81M +$2.02M +37,950 +257%
Citigroup
5
Citigroup
New York
$2.19M +$2.18M +41,066 New
LPL Financial
6
LPL Financial
California
$1.87M +$628K +11,811 +50%
U
7
UBS
Switzerland
$1.38M -$324K -6,085 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.16M +$1.16M +21,742 New
DC
9
Davenport & Co
Virginia
$1.14M +$138K +2,595 +14%
AIA
10
Alerus Investment Advisors
Minnesota
$830K -$210K -3,943 -20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$769K -$166K -3,129 -18%
CIM
12
Confluence Investment Management
Missouri
$686K +$150K +2,812 +28%
Ameriprise
13
Ameriprise
Minnesota
$682K +$8.83K +166 +1%
CC
14
Courier Capital
New York
$609K +$608K +11,440 New
LW
15
Linscomb Wealth
Texas
$542K +$138K +2,601 +34%
CAL
16
Capital Advisors Ltd
Ohio
$484K +$483K +9,086 New
VKH
17
Virtu KCG Holdings
New York
$478K +$110K +2,061 +30%
SI
18
SII Investments
Wisconsin
$442K – – –
VA
19
Valmark Advisers
Ohio
$352K +$352K +6,614 New
AAM
20
Autus Asset Management
Arizona
$346K – – –
BUB
21
BBVA USA Bancshares
Texas
$325K +$324K +6,100 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$321K – – –
ICAS
23
Investors Capital Advisory Services
Massachusetts
$296K +$19.9K +375 +7%
LWI
24
Long Wharf Investors
Massachusetts
$288K +$10.6K +200 +4%
VCM
25
Vigilant Capital Management
Maine
$269K -$16K -300 -6%
1
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IBMD Hedge Fund Activity: Q4 2013 in Review

36 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q4 2013, worth a combined $36.8M — up 47% from $25M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMD positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $5.19M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.42M sold.

  • 36 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q4 2013, up from 28 in Q3 2013.
  • Funds reported $36.8M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q4 2013, up 47% quarter-over-quarter.
  • 10 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q4 2013 and 2 closed out, a net change of +8 holders.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF buyer in Q4 2013 was Bank of America, an estimated $5.19M added.
  • The largest ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF seller in Q4 2013 was Raymond James & Associates, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2013.