iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
50 hedge funds and large institutions have $62.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
9% more funds holding
Funds holding: 46 → 50 (+4)
4% more capital invested
Capital invested by funds: $60.2M → $62.4M (+$2.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$3.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.3M |
| 3 |
Morgan Stanley
New York
|
+$1.34M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.21M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.38M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.76M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.57M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.47M |
| 5 |
Citigroup
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.38M | -86,488 | Closed |
|
|
52
HighTower Advisors
Chicago,
Illinois
| – | -$1.76M | -64,070 | Closed |
|
|
NPC
53
National Planning Corporation
El Segundo,
California
| – | -$165K | -6,000 | Closed |
|
|
WTB
54
Washington Trust Bank
Spokane,
Washington
| – | -$104K | -3,780 | Closed |
|
IBMF Hedge Fund Activity: Q1 2015 in Review
50 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2015, worth a combined $62.4M — up 3.6% from $60.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMF positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Vigilant Capital Management, adding an estimated $3.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.38M sold.
- 50 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2015, up from 46 in Q4 2014.
- Funds reported $62.4M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2015, up 3.6% quarter-over-quarter.
- 8 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2015 and 4 closed out, a net change of +4 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2015 was Vigilant Capital Management, an estimated $3.17M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2015 was Susquehanna International Group, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2015.