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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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50 hedge funds and large institutions have $62.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

9% more funds holding

Funds holding: 46 → 50 (+4)

4% more capital invested

Capital invested by funds: $60.2M → $62.4M (+$2.15M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
+$3.17M
2
Wells Fargo
Wells Fargo
California
+$2.3M
3
Morgan Stanley
Morgan Stanley
New York
+$1.34M
4
VKH
Virtu KCG Holdings
New York
+$1.21M
5
SEIA
Signature Estate & Investment Advisors
California
+$888K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.38M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.57M
4
Bank of America
Bank of America
North Carolina
-$1.47M
5
Citigroup
Citigroup
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Baird
Wisconsin
$443K -$6.61K -240 -1%
CG
27
Colony Group
Massachusetts
$406K -$108K -3,920 -21%
BUB
28
BBVA USA Bancshares
Texas
$337K – – –
AAM
29
Autus Asset Management
Arizona
$329K -$82.7K -3,000 -20%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$294K +$294K +10,678 New
SB
31
Suntrust Banks
Georgia
$284K – – –
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$280K – – –
WA
33
Winfield Associates
Ohio
$258K – – –
FHC
34
First Heartland Consultants
Missouri
$248K – – –
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$239K +$239K +8,676 New
NC
36
NewSquare Capital
Pennsylvania
$236K +$11.8K +430 +5%
AWA
37
ARS Wealth Advisors
Florida
$235K – – –
AIA
38
Alerus Investment Advisors
Minnesota
$232K -$2.2K -80 -0.9%
MFS
39
MSI Financial Services
Massachusetts
$231K +$441 +16 +0.2%
Stifel Financial
40
Stifel Financial
Missouri
$231K +$231K +8,380 New
NFG
41
Next Financial Group
Texas
$110K +$55.1K +2,000 +100%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$106K +$165 +6 +0.2%
TC
43
Trust Company
Kansas
$51K +$50.6K +1,838 New
SIA
44
Stancorp Investment Advisers
Oregon
$42K +$110 +4 +0.3%
ASN
45
Advisory Services Network
Georgia
$25K – – –
AIG
46
American International Group
New York
$20.1K +$20.1K +728 New
AF
47
Allworth Financial
California
$16K +$15.7K +568 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12K +$12.4K +450 New
AWM
49
Avior Wealth Management
Nebraska
$3K – – –
GWA
50
Genesis Wealth Advisors
Massachusetts
$2.03K – – –
1
2
3

IBMF Hedge Fund Activity: Q1 2015 in Review

50 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2015, worth a combined $62.4M — up 3.6% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMF positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Vigilant Capital Management, adding an estimated $3.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.38M sold.

  • 50 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2015, up from 46 in Q4 2014.
  • Funds reported $62.4M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2015, up 3.6% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2015 and 4 closed out, a net change of +4 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2015 was Vigilant Capital Management, an estimated $3.17M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2015 was Susquehanna International Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2015.