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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 $72.8M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $66.7M → $72.8M (+$6.12M)

4% less funds holding

Funds holding: 52 → 50 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.11M
2
Wells Fargo
Wells Fargo
California
+$1.8M
3
UCFA
United Capital Financial Advisors
Texas
+$750K
4
1IA
1834 Investment Advisors
Wisconsin
+$732K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$673K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$512K
2
Jane Street
Jane Street
New York
-$499K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$478K
4
Citigroup
Citigroup
New York
-$446K
5
LPT
Legacy Private Trust
Wisconsin
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
26
Old National Bancorp
Indiana
$416K -$90.6K -3,300 -18%
VA
27
Valmark Advisers
Ohio
$411K -$66K -2,405 -14%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$388K +$16.4K +599 +4%
BUB
29
BBVA USA Bancshares
Texas
$336K – – –
AAM
30
Autus Asset Management
Arizona
$315K -$13.7K -500 -4%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$310K +$61.5K +2,240 +25%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$294K – – –
SB
33
Suntrust Banks
Georgia
$283K – – –
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$279K – – –
FHC
35
First Heartland Consultants
Missouri
$247K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$242K -$478K -17,405 -66%
NC
37
NewSquare Capital
Pennsylvania
$238K -$25.8K -940 -10%
AWA
38
ARS Wealth Advisors
Florida
$234K – – –
WA
39
Winfield Associates
Ohio
$230K -$27.5K -1,000 -11%
PFS
40
Prospera Financial Services
Texas
$220K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$106K +$220 +8 +0.2%
AIG
42
American International Group
New York
$59K +$137 +5 +0.2%
IF
43
Ironwood Financial
Arizona
$50K +$50K +1,820 New
TC
44
Trust Company
Kansas
$39K -$9.67K -352 -20%
ASN
45
Advisory Services Network
Georgia
$25K – – –
MFS
46
MSI Financial Services
Massachusetts
$24K -$7K -255 -23%
AIA
47
Alerus Investment Advisors
Minnesota
$20K -$203K -7,396 -91%
AF
48
Allworth Financial
California
$16K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$5K +$5.49K +200 New
AWM
50
Avior Wealth Management
Nebraska
$3K – – –
1
2
3

IBMF Hedge Fund Activity: Q3 2015 in Review

50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q3 2015, worth a combined $72.8M — up 9.2% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IBMF and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 18 added.

The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was UBS Group, cutting an estimated $512K.

  • 50 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2015, down from 52 in Q2 2015.
  • Funds reported $72.8M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2015, up 9.2% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2015 and 6 closed out, a net change of -1 holder.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2015 was Bank of America, an estimated $2.11M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2015 was UBS Group, an estimated $512K sold.

Based on aggregated 13F filings for Q3 2015.