ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME
IBME was delisted on the 1st of September, 2016.
46 hedge funds and large institutions have $55.4M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
18% more funds holding
Funds holding: 39 → 46 (+7)
10% more capital invested
Capital invested by funds: $50.3M → $55.4M (+$5.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$2.08M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$936K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$386K |
| 5 |
CNB
City National Bank
Beverly Hills,
Delaware
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$417K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$327K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$325K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$107K |
IBME Hedge Fund Activity: Q4 2014 in Review
46 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) for Q4 2014, worth a combined $55.4M — up 10% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBME positions and 2 closed out — a net gain of 8 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $2.08M. The largest seller was Morgan Stanley, cutting an estimated $2.02M.
- 46 institutional investors held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) as of Q4 2014, up from 39 in Q3 2014.
- Funds reported $55.4M of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF stock for Q4 2014, up 10% quarter-over-quarter.
- 10 funds opened new ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF positions in Q4 2014 and 2 closed out, a net change of +8 holders.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF buyer in Q4 2014 was Pinnacle Advisory Group, an estimated $2.08M added.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF seller in Q4 2014 was Morgan Stanley, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2014.