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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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61 hedge funds and large institutions have $97.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

7% more funds holding

Funds holding: 57 → 61 (+4)

7% more capital invested

Capital invested by funds: $91.1M → $97.2M (+$6.13M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$5.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.03M
3
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.92M
4
PAG
Private Advisor Group
New Jersey
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$981K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.83M
2
Bank of America
Bank of America
North Carolina
-$1.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$1M
4
VCM
Vigilant Capital Management
Maine
-$983K
5
LPT
Legacy Private Trust
Wisconsin
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$107K -$11.4K -418 -10%
CFA
52
Carroll Financial Associates
North Carolina
$100K – – –
JIR
53
James Investment Research
Ohio
$92K -$109K -4,000 -54%
NCM
54
New Capital Management
Texas
$87K +$87K +3,193 New
CCM
55
Cribstone Capital Management
Maine
$84K – – –
SFS
56
Sowell Financial Services
Arkansas
$23K +$22.7K +832 New
First Manhattan
57
First Manhattan
New York
$10K – – –
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$27 +1 +0.3%
Creative Planning
59
Creative Planning
Kansas
$5K -$44.3K -1,625 -89%
AWM
60
Avior Wealth Management
Nebraska
$3K – – –
BIM
61
BlackRock Investment Management
Delaware
$3K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
– -$4.83M -176,715 Closed
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
– -$1M -36,700 Closed
CAN
64
Cetera Advisor Networks
California
– -$211K -7,718 Closed
AG
65
Advisor Group
Arizona
– -$85K -3,106 Closed
1 2
3

IBMF Hedge Fund Activity: Q4 2016 in Review

61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2016, worth a combined $97.2M — up 6.7% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMF positions and 4 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was US Bancorp, adding an estimated $5.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.83M sold.

  • 61 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2016, up from 57 in Q3 2016.
  • Funds reported $97.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2016, up 6.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $5.5M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2016.