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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 $88.3M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

11% more funds holding

Funds holding: 54 → 60 (+6)

8% more capital invested

Capital invested by funds: $81.8M → $88.3M (+$6.54M)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$5.25M
2
US Bancorp
US Bancorp
Minnesota
+$2.82M
3
UCFA
United Capital Financial Advisors
Texas
+$1.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$4.75M
2
Bank of America
Bank of America
North Carolina
-$2.74M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.29M
4
LPL Financial
LPL Financial
California
-$1.04M
5
Morgan Stanley
Morgan Stanley
New York
-$843K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K – – –
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$106K +$219 +8 +0.2%
CFA
53
Carroll Financial Associates
North Carolina
$101K +$101K +3,700 New
CCM
54
Cribstone Capital Management
Maine
$84K +$84.3K +3,078 New
AG
55
Advisor Group
Arizona
$84K +$85K +3,106 New
ASN
56
Advisory Services Network
Georgia
$25K – – –
First Manhattan
57
First Manhattan
New York
$10K +$10.2K +372 New
AWM
58
Avior Wealth Management
Nebraska
$3K – – –
BIM
59
BlackRock Investment Management
Delaware
$3K – – –
FHC
60
First Heartland Consultants
Missouri
$246 – – –
AEPG
61
American Economic Planning Group
New Jersey
– -$200K -7,296 Closed
AIG
62
American International Group
New York
– -$59K -2,157 Closed
Creative Planning
63
Creative Planning
Kansas
– -$10K -364 Closed
NC
64
NewSquare Capital
Pennsylvania
– -$1K -20 Closed
1 2
3

IBMF Hedge Fund Activity: Q2 2016 in Review

60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2016, worth a combined $88.3M — up 8% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMF positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Virtu KCG Holdings, adding an estimated $5.25M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.75M.

  • 60 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2016, up from 54 in Q1 2016.
  • Funds reported $88.3M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2016, up 8% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2016 and 4 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2016 was Virtu KCG Holdings, an estimated $5.25M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2016 was Signature Estate & Investment Advisors, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2016.