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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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46 hedge funds and large institutions have $60.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

10% more funds holding

Funds holding: 42 → 46 (+4)

2% more capital invested

Capital invested by funds: $59M → $60.2M (+$1.24M)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
+$1.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.54M
3
Wells Fargo
Wells Fargo
California
+$1.49M
4
SEIA
Signature Estate & Investment Advisors
California
+$674K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$557K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.12M
2
CNB
City National Bank
California
-$1.76M
3
Bank of America
Bank of America
North Carolina
-$1.59M
4
BA
Boston Advisors
Massachusetts
-$1.03M
5
VKH
Virtu KCG Holdings
New York
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
LW
26
Linscomb Wealth
Texas
$482K -$41.9K -1,520 -8%
ICAS
27
Investors Capital Advisory Services
Massachusetts
$458K – – –
B
28
Baird
Wisconsin
$448K +$19.5K +708 +5%
AAM
29
Autus Asset Management
Arizona
$410K +$82.7K +3,000 +25%
BUB
30
BBVA USA Bancshares
Texas
$336K – – –
SB
31
Suntrust Banks
Georgia
$283K +$285K +10,320 New
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$279K +$280K +10,150 New
WA
33
Winfield Associates
Ohio
$257K -$49.6K -1,800 -16%
FHC
34
First Heartland Consultants
Missouri
$247K – – –
AWA
35
ARS Wealth Advisors
Florida
$234K – – –
AIA
36
Alerus Investment Advisors
Minnesota
$233K +$386 +14 +0.2%
MFS
37
MSI Financial Services
Massachusetts
$230K -$26K -944 -10%
NC
38
NewSquare Capital
Pennsylvania
$223K -$362K -13,140 -62%
NPC
39
National Planning Corporation
California
$165K +$165K +6,000 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$105K +$105K +3,822 New
WTB
41
Washington Trust Bank
Washington
$104K +$104K +3,780 New
NFG
42
Next Financial Group
Texas
$55K -$146K -5,300 -73%
SIA
43
Stancorp Investment Advisers
Oregon
$42K +$41.7K +1,514 New
ASN
44
Advisory Services Network
Georgia
$25K +$24.8K +900 New
AWM
45
Avior Wealth Management
Nebraska
$3K – – –
GWA
46
Genesis Wealth Advisors
Massachusetts
$2.04K +$2.04K +74 New
CNB
47
City National Bank
California
– -$1.76M -63,646 Closed
VKH
48
Virtu KCG Holdings
New York
– -$851K -30,842 Closed
PAG
49
Private Advisor Group
New Jersey
– -$90K -3,270 Closed
1
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IBMF Hedge Fund Activity: Q4 2014 in Review

46 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2014, worth a combined $60.2M — up 2.1% from $59M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMF positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Vigilant Capital Management, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $2.12M.

  • 46 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2014, up from 42 in Q3 2014.
  • Funds reported $60.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2014, up 2.1% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2014 and 3 closed out, a net change of +6 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2014 was Vigilant Capital Management, an estimated $1.88M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2014 was Morgan Stanley, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2014.