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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF

Delisted

IBMF was delisted on the 1st of September, 2017.

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37 hedge funds and large institutions have $41.3M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $35.5M → $41.3M (+$5.85M)

6% more funds holding

Funds holding: 35 → 37 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.1M
2
U
UBS
Switzerland
+$1.08M
3
Jane Street
Jane Street
New York
+$1.03M
4
LPT
Legacy Private Trust
Wisconsin
+$752K
5
CNB
City National Bank
California
+$599K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$992K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$413K
3
Bank of America
Bank of America
North Carolina
-$385K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$227K
5
NC
NewSquare Capital
Pennsylvania
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
TT
26
Tower Trust
Indiana
$325K +$326K +11,788 New
WA
27
Winfield Associates
Ohio
$308K +$221K +8,000 +252%
WT
28
Washington Trust
Rhode Island
$280K -$26.4K -956 -9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$272K +$259K +9,382 +2,005%
MFS
30
MSI Financial Services
Massachusetts
$271K +$95.1K +3,440 +54%
Mariner
31
Mariner
Kansas
$256K +$256K +9,270 New
EWM
32
Empirical Wealth Management
Washington
$249K +$387 +14 +0.2%
LWI
33
Long Wharf Investors
Massachusetts
$237K +$19.4K +700 +9%
AWA
34
ARS Wealth Advisors
Florida
$235K – – –
VCM
35
Vigilant Capital Management
Maine
$24K – – –
NES
36
New England Securities
New York
$10K – – –
AWM
37
Avior Wealth Management
Nebraska
$3K +$2.54K +92 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
– -$227K -8,250 Closed
AIG
39
American International Group
New York
– -$170K -6,192 Closed
1
2

IBMF Hedge Fund Activity: Q1 2014 in Review

37 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2014, worth a combined $41.3M — up 16% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBMF positions and 2 closed out — a net gain of 2 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Royal Bank of Canada, cutting an estimated $992K.

  • 37 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2014, up from 35 in Q4 2013.
  • Funds reported $41.3M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2014, up 16% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2014 and 2 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2014 was Morgan Stanley, an estimated $1.1M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $992K sold.

Based on aggregated 13F filings for Q1 2014.