iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
58 hedge funds and large institutions have $85.8M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
18% more capital invested
Capital invested by funds: $72.8M → $85.8M (+$13M)
16% more funds holding
Funds holding: 50 → 58 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.25M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
+$1.82M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$494K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$211K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$57.9K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$49.5K |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
51
MSI Financial Services
Springfield,
Massachusetts
| $90K | +$66.3K | +2,418 | +278% |
|
|
AIG
52
American International Group
New York
| $59K | +$137 | +5 | +0.2% |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $25K | – | – | – |
|
|
AIA
54
Alerus Investment Advisors
Wayzata,
Minnesota
| $20K | – | – | – |
|
|
AF
55
Allworth Financial
Folsom,
California
| $16K | – | – | – |
|
|
AWM
56
Avior Wealth Management
Omaha,
Nebraska
| $3K | – | – | – |
|
|
BIM
57
BlackRock Investment Management
Wilmington,
Delaware
| $3K | +$3.4K | +124 | New |
|
58
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $117 | +$118K | +4,292 | New |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$5K | -200 | Closed |
|
IBMF Hedge Fund Activity: Q4 2015 in Review
58 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2015, worth a combined $85.8M — up 18% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMF positions and 1 closed out — a net gain of 9 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.48M. The largest seller was Legacy Private Trust, cutting an estimated $494K.
- 58 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2015, up from 50 in Q3 2015.
- Funds reported $85.8M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 10 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2015 and 1 closed out, a net change of +9 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2015 was Jane Street, an estimated $2.48M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2015 was Legacy Private Trust, an estimated $494K sold.
Based on aggregated 13F filings for Q4 2015.