We are live on ! Find out more
IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF

Delisted

IBMF was delisted on the 1st of September, 2017.

Back to rankings

59 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $97.2M → $107M (+$9.77M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less funds holding

Funds holding: 61 → 59 (-2)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$6.01M
2
UR
USCA RIA
Texas
+$2.36M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
PAG
Private Advisor Group
New Jersey
+$1.49M
5
Wells Fargo
Wells Fargo
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.1M
2
UCFA
United Capital Financial Advisors
Texas
-$526K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$517K
4
WTB
Washington Trust Bank
Washington
-$505K
5
Jane Street
Jane Street
New York
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
51
James Investment Research
Ohio
$93K – – –
CCM
52
Cribstone Capital Management
Maine
$84K – – –
MCM
53
MV Capital Management
Maryland
$40K +$40K +1,466 New
AG
54
Advisor Group
Arizona
$30K +$30K +1,100 New
ASN
55
Advisory Services Network
Georgia
$25K +$24.5K +900 New
First Manhattan
56
First Manhattan
New York
$10K – – –
AWM
57
Avior Wealth Management
Nebraska
$3K – – –
BlackRock
58
BlackRock
New York
$3K +$3.38K +124 New
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$7.42K -272 -93%
WTB
60
Washington Trust Bank
Washington
– -$505K -18,569 Closed
LW
61
Linscomb Wealth
Texas
– -$401K -14,734 Closed
TTWM
62
TCV Trust & Wealth Management
Virginia
– -$354K -13,000 Closed
LFAS
63
Level Four Advisory Services
Texas
– -$238K -8,760 Closed
NFG
64
Next Financial Group
Texas
– -$109K -4,000 Closed
SFS
65
Sowell Financial Services
Arkansas
– -$23K -832 Closed
Creative Planning
66
Creative Planning
Kansas
– -$5K -200 Closed
1 2
3

IBMF Hedge Fund Activity: Q1 2017 in Review

59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2017, worth a combined $107M — up 10% from $97.2M a quarter earlier.

Fund positioning in IBMF was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 20 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.1M.

  • 59 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $107M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $6.01M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2017 was UBS Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2017.