ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME
IBME was delisted on the 1st of September, 2016.
39 hedge funds and large institutions have $47.1M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
13% more capital invested
Capital invested by funds: $41.7M → $47.1M (+$5.35M)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.16M |
| 2 |
Morgan Stanley
New York
|
+$1.26M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$927K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$923K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$349K |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$204K |
| 5 |
LPL Financial
San Diego,
California
|
-$99.7K |
IBME Hedge Fund Activity: Q2 2014 in Review
39 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) for Q2 2014, worth a combined $47.1M — up 13% from $41.7M a quarter earlier.
Fund positioning in IBME was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $2.16M. The largest seller was Royal Bank of Canada, cutting an estimated $1.4M.
- 39 institutional investors held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $47.1M of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF stock for Q2 2014, up 13% quarter-over-quarter.
- 3 funds opened new ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF buyer in Q2 2014 was Bank of America, an estimated $2.16M added.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2014.