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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

52 hedge funds and large institutions have $66.7M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $62.4M → $66.7M (+$4.32M)

4% more funds holding

Funds holding: 5052 (+2)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$446K -$222K -8,084 -33%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$372K +$372K +13,530 New
BUB
28
BBVA USA Bancshares
Texas
$336K
AAM
29
Autus Asset Management
Arizona
$328K
Stifel Financial
30
Stifel Financial
Missouri
$294K +$64.1K +2,335 +28%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$293K
SB
32
Suntrust Banks
Georgia
$283K
REMPR
33
Roof Eidam Maycock Peralta (REMP)
California
$279K
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$277K +$277K +10,076 New
NC
35
NewSquare Capital
Pennsylvania
$264K +$29.3K +1,065 +12%
WA
36
Winfield Associates
Ohio
$257K
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$253K +$253K +9,200 New
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$249K +$10.3K +375 +4%
AWA
39
ARS Wealth Advisors
Florida
$234K
AIA
40
Alerus Investment Advisors
Minnesota
$223K -$7.64K -278 -3%
PFS
41
Prospera Financial Services
Texas
$220K +$220K +8,000 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$105K +$247 +9 +0.2%
AIG
43
American International Group
New York
$58.8K +$38.8K +1,414 +194%
NFG
44
Next Financial Group
Texas
$54K -$54.9K -2,000 -50%
TC
45
Trust Company
Kansas
$48K -$2.2K -80 -4%
MFS
46
MSI Financial Services
Massachusetts
$31K -$199K -7,250 -87%
ASN
47
Advisory Services Network
Georgia
$25K
AF
48
Allworth Financial
California
$16K
AWM
49
Avior Wealth Management
Nebraska
$3K
GI
50
Gradient Investments
Minnesota
$3K +$2.8K +102 New

IBMF Hedge Fund Activity: Q2 2015 in Review

52 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2015, worth a combined $66.7M — up 6.9% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMF positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.85M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.21M sold.

  • 52 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2015, up from 50 in Q1 2015.
  • Funds reported $66.7M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2015, up 6.9% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2015 and 3 closed out, a net change of +4 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2015 was Bank of America, an estimated $2.85M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2015 was Virtu KCG Holdings, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2015.