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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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57 hedge funds and large institutions have $91.1M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

3% more capital invested

Capital invested by funds: $88.3M → $91.1M (+$2.75M)

5% less funds holding

Funds holding: 60 → 57 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.43M
2
US Bancorp
US Bancorp
Minnesota
+$2.29M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1M
4
UBS Group
UBS Group
Switzerland
+$996K
5
PAG
Private Advisor Group
New Jersey
+$945K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$4.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813K
3
Goldman Sachs
Goldman Sachs
New York
-$798K
4
LPT
Legacy Private Trust
Wisconsin
-$598K
5
Jane Street
Jane Street
New York
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$65K -$69.1K -2,526 -52%
Creative Planning
52
Creative Planning
Kansas
$50K +$49.9K +1,825 New
ASN
53
Advisory Services Network
Georgia
$25K – – –
First Manhattan
54
First Manhattan
New York
$10K – – –
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$110K -4,003 -93%
AWM
56
Avior Wealth Management
Nebraska
$3K – – –
BIM
57
BlackRock Investment Management
Delaware
$3K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
– -$813K -29,720 Closed
Goldman Sachs
59
Goldman Sachs
New York
– -$798K -29,171 Closed
TGI
60
Tradewinds Global Investors
California
– -$441K -16,136 Closed
PBO
61
Peoples Bank (Ohio)
Ohio
– -$320K -11,700 Closed
LBC
62
Lawrence B. Cohen
– -$298K -10,881 Closed
SEIA
63
Signature Estate & Investment Advisors
California
– -$225K -8,219 Closed
SCM
64
Southport Capital Management
Tennessee
– -$210K -7,670 Closed
1 2
3

IBMF Hedge Fund Activity: Q3 2016 in Review

57 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 Q3 2016, worth a combined $91.1M — up 3.1% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IBMF and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $3.43M. The largest seller was Virtu KCG Holdings, cutting an estimated $4.24M.

  • 57 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2016, down from 60 in Q2 2016.
  • Funds reported $91.1M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2016, up 3.1% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2016 and 7 closed out, a net change of -2 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2016 was Morgan Stanley, an estimated $3.43M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2016 was Virtu KCG Holdings, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2016.