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 $72.8M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
9% more capital invested
Capital invested by funds: $66.7M → $72.8M (+$6.12M)
4% less funds holding
Funds holding: 52 → 50 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.11M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.8M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$750K |
| 4 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$732K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$512K |
| 2 |
Jane Street
New York
|
-$499K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$478K |
| 4 |
Citigroup
New York
|
-$446K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$499K | -18,161 | Closed |
|
|
52
Citigroup
New York
| – | -$446K | -16,256 | Closed |
|
|
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$277K | -10,076 | Closed |
|
|
CFMC
54
Curbstone Financial Management Corp
Manchester,
New Hampshire
| – | -$253K | -9,200 | Closed |
|
|
NFG
55
Next Financial Group
Houston,
Texas
| – | -$54K | -2,000 | Closed |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -102 | Closed |
|
IBMF Hedge Fund Activity: Q3 2015 in Review
50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q3 2015, worth a combined $72.8M — up 9.2% from $66.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IBMF and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 18 added.
The largest buyer was Bank of America, adding an estimated $2.11M. The largest seller was UBS Group, cutting an estimated $512K.
- 50 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2015, down from 52 in Q2 2015.
- Funds reported $72.8M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2015, up 9.2% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2015 and 6 closed out, a net change of -1 holder.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2015 was Bank of America, an estimated $2.11M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2015 was UBS Group, an estimated $512K sold.
Based on aggregated 13F filings for Q3 2015.