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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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60 hedge funds and large institutions have $92.9M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 59 → 60 (+1)

13% less capital invested

Capital invested by funds: $107M → $92.9M (-$14.1M)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.47M
2
US Bancorp
US Bancorp
Minnesota
+$1.06M
3
Jane Street
Jane Street
New York
+$510K
4
CG
Colony Group
Massachusetts
+$481K
5
LW
Linscomb Wealth
Texas
+$401K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$5.78M
2
Wells Fargo
Wells Fargo
California
-$5.37M
3
UR
USCA RIA
Texas
-$1.96M
4
TC
Trust Company
Kansas
-$1.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$580K -$148K -5,443 -20%
CG
27
Colony Group
Massachusetts
$481K +$481K +17,677 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$469K +$300K +11,011 +178%
VA
29
Valmark Advisers
Ohio
$438K +$1.63K +60 +0.4%
OIA
30
OneDigital Investment Advisors
Kansas
$407K +$407K +14,946 New
LW
31
Linscomb Wealth
Texas
$401K +$401K +14,737 New
UR
32
USCA RIA
Texas
$395K -$1.96M -72,186 -83%
BUB
33
BBVA USA Bancshares
Texas
$333K – – –
AAM
34
Autus Asset Management
Arizona
$326K -$68.1K -2,500 -17%
IA
35
IFP Advisors
Florida
$322K +$205K +7,540 +176%
1IA
36
1834 Investment Advisors
Wisconsin
$311K -$110K -4,056 -26%
SB
37
Suntrust Banks
Georgia
$293K -$2.48K -91 -0.8%
BA
38
Boston Advisors
Massachusetts
$271K -$76.2K -2,800 -22%
FHC
39
First Heartland Consultants
Missouri
$245K – – –
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$242K -$38.7K -1,420 -14%
AWA
41
ARS Wealth Advisors
Florida
$232K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$231K +$34.5K +1,269 +18%
WA
43
Winfield Associates
Ohio
$228K – – –
AssetMark Inc
44
AssetMark Inc
California
$219K -$5.78M -212,497 -96%
PFS
45
Prospera Financial Services
Texas
$218K – – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$205K -$39.7K -1,459 -16%
NCM
47
New Capital Management
Texas
$167K – – –
PA
48
Parallel Advisors
California
$130K – – –
CFA
49
Carroll Financial Associates
North Carolina
$100K – – –
CCM
50
Cribstone Capital Management
Maine
$72K -$11.4K -418 -14%
1
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IBMF Hedge Fund Activity: Q2 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2017, worth a combined $92.9M — down 13% from $107M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMF positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 25 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.47M. The largest seller was AssetMark Inc, cutting an estimated $5.78M.

  • 60 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2017, up from 59 in Q1 2017.
  • Funds reported $92.9M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2017, down 13% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2017 and 4 closed out, a net change of +1 holder.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2017 was Citadel Advisors, an estimated $1.47M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2017 was AssetMark Inc, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2017.