ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME
IBME was delisted on the 1st of September, 2016.
49 hedge funds and large institutions have $54.8M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
9% more funds holding
Funds holding: 45 → 49 (+4)
7% less capital invested
Capital invested by funds: $59.1M → $54.8M (-$4.34M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.22M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.19M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$520K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$2.77M |
| 2 |
Jane Street
New York
|
-$2.29M |
| 3 |
Morgan Stanley
New York
|
-$1.42M |
| 4 |
LPL Financial
San Diego,
California
|
-$615K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$552K |
IBME Hedge Fund Activity: Q2 2016 in Review
49 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) for Q2 2016, worth a combined $54.8M — down 7.3% from $59.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBME positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 18 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $1.27M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $2.77M.
- 49 institutional investors held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) as of Q2 2016, up from 45 in Q1 2016.
- Funds reported $54.8M of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF stock for Q2 2016, down 7.3% quarter-over-quarter.
- 5 funds opened new ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF positions in Q2 2016 and 1 closed out, a net change of +4 holders.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF buyer in Q2 2016 was United Capital Financial Advisors, an estimated $1.27M added.
- The largest ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF seller in Q2 2016 was Signature Estate & Investment Advisors, an estimated $2.77M sold.
Based on aggregated 13F filings for Q2 2016.