ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME
IBME was delisted on the 1st of September, 2016.
34 hedge funds and large institutions have $38.3M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.
750% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 2
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
51% more capital invested
Capital invested by funds: $25.4M → $38.3M (+$13M)
42% more funds holding
Funds holding: 24 → 34 (+10)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.42M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.35M |
| 3 |
Jane Street
New York
|
+$1.18M |
| 4 |
Morgan Stanley
New York
|
+$975K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$856K |
Top Sellers
| 1 |
Citigroup
New York
|
-$301K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$281K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$247K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$67.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
ARS Wealth Advisors
St. Petersburg,
Florida
| $237K | +$236K | +8,830 | New |
|
|
VCM
27
Vigilant Capital Management
Portland,
Maine
| $236K | – | – | – |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $212K | +$212K | +7,910 | New |
|
|
WA
29
Winfield Associates
Cleveland,
Ohio
| $85K | +$85.3K | +3,186 | New |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $29K | +$28.9K | +1,080 | New |
|
|
NES
31
New England Securities
New York
| $25K | +$6.96K | +260 | +40% |
|
|
TCM
32
TD Capital Management
Memphis,
Tennessee
| $22K | +$54 | +2 | +0.3% |
|
|
KPCM
33
Kings Point Capital Management
Great Neck,
New York
| $11K | – | – | – |
|
|
WA
34
WFG Advisors
Dallas,
Texas
| $10K | – | – | – |
|
|
35
Citigroup
New York
| – | -$301K | -11,266 | Closed |
|
|
CS
36
Credit Suisse
Zurich,
Switzerland
| – | -$247K | -9,250 | Closed |
|
IBME Hedge Fund Activity: Q4 2013 in Review
34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) for Q4 2013, worth a combined $38.3M — up 51% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBME positions and 2 closed out — a net gain of 10 holders — while 17 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $4.42M. The largest seller was Citigroup, exiting entirely with an estimated $301K sold.
- 34 institutional investors held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) as of Q4 2013, up from 24 in Q3 2013.
- Funds reported $38.3M of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF stock for Q4 2013, up 51% quarter-over-quarter.
- 12 funds opened new ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF positions in Q4 2013 and 2 closed out, a net change of +10 holders.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF buyer in Q4 2013 was Bank of America, an estimated $4.42M added.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF seller in Q4 2013 was Citigroup, an estimated $301K sold.
Based on aggregated 13F filings for Q4 2013.