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IBME

ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME

Delisted

IBME was delisted on the 1st of September, 2016.

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24 hedge funds and large institutions have $25.4M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

39% more capital invested

Capital invested by funds: $18.3M → $25.4M (+$7.09M)

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.28M
2
PFM
Phillips Financial Management
Indiana
+$1.25M
3
Jane Street
Jane Street
New York
+$1.14M
4
SEIA
Signature Estate & Investment Advisors
California
+$578K
5
Wells Fargo
Wells Fargo
California
+$471K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$241K
2
FHC
First Heartland Consultants
Missouri
-$102K
3
CS
Credit Suisse
Switzerland
-$69.6K
4
LPL Financial
LPL Financial
California
-$65.9K
5
LPT
Legacy Private Trust
Wisconsin
-$50.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
First Heartland Consultants
Missouri
– -$102K -3,718 Closed
GI
27
Gradient Investments
Minnesota
– -$16K -600 Closed
1
2

IBME Hedge Fund Activity: Q3 2013 in Review

24 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) for Q3 2013, worth a combined $25.4M — up 39% from $18.3M a quarter earlier.

Fund positioning in IBME was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $3.28M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $241K sold.

  • 24 institutional investors held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $25.4M of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF stock for Q3 2013, up 39% quarter-over-quarter.
  • 3 funds opened new ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF buyer in Q3 2013 was Bank of America, an estimated $3.28M added.
  • The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF seller in Q3 2013 was Cambridge Investment Research Advisors, an estimated $241K sold.

Based on aggregated 13F filings for Q3 2013.