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 $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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.6M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$890K |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$618K |
| 4 |
Jane Street
New York
|
+$501K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$981K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$965K |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$218K |
| 4 |
LPL Financial
San Diego,
California
|
-$71.7K |
| 5 |
LW
Linscomb Wealth
Houston,
Texas
|
-$26.6K |
IBMD Hedge Fund Activity: Q4 2014 in Review
50 of the 3,765 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.