iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
27 hedge funds and large institutions have $26.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
16% more capital invested
Capital invested by funds: $22.5M → $26.2M (+$3.69M)
8% more funds holding
Funds holding: 25 → 27 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.42M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$959K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$952K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$413K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$499K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$498K |
| 3 |
JP Morgan Chase
New York
|
-$314K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$261K |
| 5 |
LPL Financial
San Diego,
California
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $11K | -$11K | -402 | -50% |
|
|
NES
27
New England Securities
New York
| $10K | +$9.99K | +366 | New |
|
|
28
JP Morgan Chase
New York
| – | -$314K | -11,678 | Closed |
|
|
29
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$261K | -9,730 | Closed |
|
|
FHC
30
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$97K | -3,596 | Closed |
|
|
GI
31
Gradient Investments
Arden Hills,
Minnesota
| – | -$16K | -600 | Closed |
|
IBMF Hedge Fund Activity: Q3 2013 in Review
27 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q3 2013, worth a combined $26.2M — up 16% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBMF positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Citigroup, adding an estimated $1.42M. The largest seller was Royal Bank of Canada, cutting an estimated $499K.
- 27 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2013, up from 25 in Q2 2013.
- Funds reported $26.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2013, up 16% quarter-over-quarter.
- 6 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2013 and 4 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2013 was Citigroup, an estimated $1.42M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $499K sold.
Based on aggregated 13F filings for Q3 2013.