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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

35 hedge funds and large institutions have $35.5M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

36% more capital invested

Capital invested by funds: $26.2M → $35.5M (+$9.32M)

30% more funds holding

Funds holding: 2735 (+8)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.79M +$3.37M +122,278 +62%
Morgan Stanley
2
Morgan Stanley
New York
$4.41M +$680K +24,668 +18%
Wells Fargo
3
Wells Fargo
California
$2.37M +$311K +11,270 +15%
BA
4
Boston Advisors
Massachusetts
$2.24M +$2.25M +81,580 New
U
5
UBS
Switzerland
$1.72M -$106K -3,850 -6%
LPT
6
Legacy Private Trust
Wisconsin
$1.58M +$1.58M +57,500 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.58M +$989K +35,884 +166%
LPL Financial
8
LPL Financial
California
$1.2M -$24K -872 -2%
PFM
9
Phillips Financial Management
Indiana
$1.11M +$142K +5,160 +15%
CIM
10
Confluence Investment Management
Missouri
$1.03M +$218K +7,912 +27%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$972K -$533K -19,348 -35%
DC
12
Davenport & Co
Virginia
$902K +$270K +9,798 +43%
AIA
13
Alerus Investment Advisors
Minnesota
$702K +$570K +20,696 +438%
SEIA
14
Signature Estate & Investment Advisors
California
$685K +$270K +9,782 +65%
HighTower Advisors
15
HighTower Advisors
Illinois
$657K -$46K -1,670 -7%
NC
16
NewSquare Capital
Pennsylvania
$655K -$87.1K -3,160 -12%
LW
17
Linscomb Wealth
Texas
$570K +$131K +4,764 +30%
Jane Street
18
Jane Street
New York
$570K +$572K +20,758 New
ICAS
19
Investors Capital Advisory Services
Massachusetts
$409K +$411K +14,904 New
Ameriprise
20
Ameriprise
Minnesota
$356K -$114K -4,136 -24%
BUB
21
BBVA USA Bancshares
Texas
$336K +$131K +4,760 +64%
CNB
22
City National Bank
California
$336K +$337K +12,236 New
WT
23
Washington Trust
Rhode Island
$305K
VA
24
Valmark Advisers
Ohio
$294K +$295K +10,700 New
B
25
Baird
Wisconsin
$283K +$4.68K +170 +2%

IBMF Hedge Fund Activity: Q4 2013 in Review

35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2013, worth a combined $35.5M — up 36% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMF positions and 2 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $3.37M. The largest seller was Asset Advisors Corp, exiting entirely with an estimated $1.58M sold.

  • 35 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $35.5M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2013, up 36% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2013 and 2 closed out, a net change of +9 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2013 was Bank of America, an estimated $3.37M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2013 was Asset Advisors Corp, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2013.