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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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61 hedge funds and large institutions have $97.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

7% more funds holding

Funds holding: 57 → 61 (+4)

7% more capital invested

Capital invested by funds: $91.1M → $97.2M (+$6.13M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$5.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.03M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.92M
4
PAG
Private Advisor Group
New Jersey
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$981K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.83M
2
Bank of America
Bank of America
North Carolina
-$1.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$1M
4
VCM
Vigilant Capital Management
Maine
-$983K
5
LPT
Legacy Private Trust
Wisconsin
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
26
1834 Investment Advisors
Wisconsin
$731K – – –
BA
27
Boston Advisors
Massachusetts
$546K +$39.2K +1,440 +8%
WTB
28
Washington Trust Bank
Washington
$505K +$506K +18,569 New
VA
29
Valmark Advisers
Ohio
$455K +$33K +1,210 +8%
LW
30
Linscomb Wealth
Texas
$401K +$82 +3 +0%
AAM
31
Autus Asset Management
Arizona
$395K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$375K +$84.6K +3,106 +29%
LPT
33
Legacy Private Trust
Wisconsin
$363K -$698K -25,642 -66%
TTWM
34
TCV Trust & Wealth Management
Virginia
$354K +$354K +13,000 New
BUB
35
BBVA USA Bancshares
Texas
$332K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$313K +$313K +11,489 New
SB
37
Suntrust Banks
Georgia
$283K – – –
Baird Financial Group
38
Baird Financial Group
Wisconsin
$250K -$440K -16,150 -64%
FHC
39
First Heartland Consultants
Missouri
$245K – – –
LFAS
40
Level Four Advisory Services
Texas
$238K +$239K +8,760 New
AWA
41
ARS Wealth Advisors
Florida
$232K – – –
WA
42
Winfield Associates
Ohio
$228K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$223K -$21.8K -800 -9%
PFS
44
Prospera Financial Services
Texas
$218K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$199K +7,306 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$183K +$272 +10 +0.1%
PA
47
Parallel Advisors
California
$130K +$130K +4,765 New
WB
48
Webster Bank
Connecticut
$124K +$124K +4,550 New
NFG
49
Next Financial Group
Texas
$109K – – –
MFS
50
MSI Financial Services
Massachusetts
$109K +$44.2K +1,624 +68%
1
2
3

IBMF Hedge Fund Activity: Q4 2016 in Review

61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2016, worth a combined $97.2M — up 6.7% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMF positions and 4 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was US Bancorp, adding an estimated $5.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.83M sold.

  • 61 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2016, up from 57 in Q3 2016.
  • Funds reported $97.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2016, up 6.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $5.5M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2016.