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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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58 hedge funds and large institutions have $85.8M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $72.8M → $85.8M (+$13M)

16% more funds holding

Funds holding: 50 → 58 (+8)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.25M
3
TC
Trust Company
Kansas
+$1.82M
4
VCM
Vigilant Capital Management
Maine
+$1.13M
5
LPL Financial
LPL Financial
California
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
LPT
Legacy Private Trust
Wisconsin
-$494K
2
Bank of America
Bank of America
North Carolina
-$211K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$57.9K
4
Mariner
Mariner
Kansas
-$49.5K
5
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$21.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$513K +$42K +1,532 +9%
VA
27
Valmark Advisers
Ohio
$483K +$73.7K +2,687 +18%
LW
28
Linscomb Wealth
Texas
$478K +$82 +3 +0%
AAM
29
Autus Asset Management
Arizona
$464K +$151K +5,500 +48%
ICAS
30
Investors Capital Advisory Services
Massachusetts
$445K -$11.4K -414 -2%
TGI
31
Tradewinds Global Investors
California
$443K – – –
ONB
32
Old National Bancorp
Indiana
$414K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$368K -$18.8K -687 -5%
PBO
34
Peoples Bank (Ohio)
Ohio
$336K +$337K +12,294 New
BUB
35
BBVA USA Bancshares
Texas
$334K – – –
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$300K -$9.21K -336 -3%
ADL
37
Asset Dedication LLC
California
$299K +$300K +10,948 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$292K – – –
SB
39
Suntrust Banks
Georgia
$283K – – –
REMPR
40
Roof Eidam Maycock Peralta (REMP)
California
$256K -$21.9K -800 -8%
FHC
41
First Heartland Consultants
Missouri
$246K – – –
NC
42
NewSquare Capital
Pennsylvania
$237K +$274 +10 +0.1%
AWA
43
ARS Wealth Advisors
Florida
$233K – – –
WA
44
Winfield Associates
Ohio
$229K – – –
PFS
45
Prospera Financial Services
Texas
$219K – – –
LWAC
46
Laurel Wealth Advisors (California)
California
$219K +$219K +7,992 New
JIR
47
James Investment Research
Ohio
$219K +$219K +8,000 New
BA
48
Boston Advisors
Massachusetts
$213K +$214K +7,796 New
IA
49
IFP Advisors
Florida
$166K +$167K +6,076 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$106K +$302 +11 +0.3%
1
2
3

IBMF Hedge Fund Activity: Q4 2015 in Review

58 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2015, worth a combined $85.8M — up 18% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMF positions and 1 closed out — a net gain of 9 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.48M. The largest seller was Legacy Private Trust, cutting an estimated $494K.

  • 58 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2015, up from 50 in Q3 2015.
  • Funds reported $85.8M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2015, up 18% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2015 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2015 was Jane Street, an estimated $2.48M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2015 was Legacy Private Trust, an estimated $494K sold.

Based on aggregated 13F filings for Q4 2015.