iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
37 hedge funds and large institutions have $47.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $41.3M → $47.4M (+$6.06M)
0% more funds holding
Funds holding: 37 → 37 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$880K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$813K |
| 5 |
Morgan Stanley
New York
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$2.15M |
| 2 |
Jane Street
New York
|
-$1.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$183K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
-$99.3K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$60.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
26
Valmark Advisers
Akron,
Ohio
| $371K | +$33.6K | +1,218 | +10% |
|
|
AAM
27
Autus Asset Management
Scottsdale,
Arizona
| $346K | +$345K | +12,500 | New |
|
|
BUB
28
BBVA USA Bancshares
Houston,
Texas
| $338K | – | – | – |
|
|
WA
29
Winfield Associates
Cleveland,
Ohio
| $308K | – | – | – |
|
|
B
30
Baird
Milwaukee,
Wisconsin
| $263K | -$99.3K | -3,600 | -27% |
|
|
WT
31
Washington Trust
Westerly,
Rhode Island
| $259K | -$21.9K | -794 | -8% |
|
|
EWM
32
Empirical Wealth Management
Seattle,
Washington
| $239K | -$11K | -398 | -4% |
|
|
LWI
33
Long Wharf Investors
Boston,
Massachusetts
| $238K | – | – | – |
|
|
AWA
34
ARS Wealth Advisors
St. Petersburg,
Florida
| $236K | – | – | – |
|
|
VCM
35
Vigilant Capital Management
Portland,
Maine
| $24K | – | – | – |
|
|
NFG
36
Next Financial Group
Houston,
Texas
| $14K | +$13.8K | +500 | New |
|
|
AWM
37
Avior Wealth Management
Omaha,
Nebraska
| $3K | – | – | – |
|
|
BA
38
Boston Advisors
Boston,
Massachusetts
| – | -$2.15M | -78,166 | Closed |
|
|
39
Jane Street
New York
| – | -$1.6M | -58,004 | Closed |
|
|
NES
40
New England Securities
New York
| – | -$10K | -366 | Closed |
|
IBMF Hedge Fund Activity: Q2 2014 in Review
37 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2014, worth a combined $47.4M — up 15% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBMF positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.07M. The largest seller was Boston Advisors, exiting entirely with an estimated $2.15M sold.
- 37 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $47.4M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2014, up 15% quarter-over-quarter.
- 4 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2014 was Bank of America, an estimated $2.07M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2014 was Boston Advisors, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2014.