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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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57 hedge funds and large institutions have $91.1M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

3% more capital invested

Capital invested by funds: $88.3M → $91.1M (+$2.75M)

5% less funds holding

Funds holding: 60 → 57 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.43M
2
US Bancorp
US Bancorp
Minnesota
+$2.29M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1M
4
UBS Group
UBS Group
Switzerland
+$996K
5
PAG
Private Advisor Group
New Jersey
+$945K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$4.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813K
3
Goldman Sachs
Goldman Sachs
New York
-$798K
4
LPT
Legacy Private Trust
Wisconsin
-$598K
5
Jane Street
Jane Street
New York
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
26
1834 Investment Advisors
Wisconsin
$734K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$692K +$3.69K +135 +0.5%
Citadel Advisors
28
Citadel Advisors
Florida
$685K +$686K +25,086 New
ADL
29
Asset Dedication LLC
California
$589K +$19.5K +711 +3%
BA
30
Boston Advisors
Massachusetts
$509K +$135K +4,925 +36%
VA
31
Valmark Advisers
Ohio
$424K -$150K -5,474 -26%
LW
32
Linscomb Wealth
Texas
$402K -$37.1K -1,357 -8%
AAM
33
Autus Asset Management
Arizona
$396K – – –
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$363K +$47.9K +1,750 +15%
BUB
35
BBVA USA Bancshares
Texas
$334K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$292K – – –
SB
37
Suntrust Banks
Georgia
$283K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$246K -$544K -19,889 -69%
FHC
39
First Heartland Consultants
Missouri
$246K – – –
AWA
40
ARS Wealth Advisors
Florida
$233K – – –
WA
41
Winfield Associates
Ohio
$229K – – –
PFS
42
Prospera Financial Services
Texas
$218K – – –
CAN
43
Cetera Advisor Networks
California
$211K +$211K +7,718 New
JIR
44
James Investment Research
Ohio
$202K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$183K +$77.5K +2,831 +73%
IA
46
IFP Advisors
Florida
$119K -$9.03K -330 -7%
NFG
47
Next Financial Group
Texas
$109K +$109K +4,000 New
CFA
48
Carroll Financial Associates
North Carolina
$101K – – –
AG
49
Advisor Group
Arizona
$85K – – –
CCM
50
Cribstone Capital Management
Maine
$84K – – –
1
2
3

IBMF Hedge Fund Activity: Q3 2016 in Review

57 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q3 2016, worth a combined $91.1M — up 3.1% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IBMF and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $3.43M. The largest seller was Virtu KCG Holdings, cutting an estimated $4.24M.

  • 57 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2016, down from 60 in Q2 2016.
  • Funds reported $91.1M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2016, up 3.1% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2016 and 7 closed out, a net change of -2 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2016 was Morgan Stanley, an estimated $3.43M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2016.