iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
52 hedge funds and large institutions have $66.7M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $62.4M → $66.7M (+$4.32M)
4% more funds holding
Funds holding: 50 → 52 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.85M |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$1.03M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$857K |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$742K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.21M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$1M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$863K |
| 4 |
LPL Financial
San Diego,
California
|
-$289K |
| 5 |
Jane Street
New York
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWA
51
Genesis Wealth Advisors
Braintree,
Massachusetts
| $2.03K | – | – | – |
|
|
FHC
52
First Heartland Consultants
Lake St. Louis,
Missouri
| $247 | – | – | – |
|
|
VKH
53
Virtu KCG Holdings
New York
| – | -$1.21M | -43,816 | Closed |
|
|
BA
54
Boston Advisors
Boston,
Massachusetts
| – | -$1M | -36,320 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$12K | -450 | Closed |
|
IBMF Hedge Fund Activity: Q2 2015 in Review
52 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2015, worth a combined $66.7M — up 6.9% from $62.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMF positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $2.85M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.21M sold.
- 52 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2015, up from 50 in Q1 2015.
- Funds reported $66.7M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2015, up 6.9% quarter-over-quarter.
- 7 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2015 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2015 was Bank of America, an estimated $2.85M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2015 was Virtu KCG Holdings, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2015.