iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
37 hedge funds and large institutions have $41.3M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $35.5M → $41.3M (+$5.85M)
6% more funds holding
Funds holding: 35 → 37 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.08M |
| 3 |
Jane Street
New York
|
+$1.03M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$752K |
| 5 |
CNB
City National Bank
Beverly Hills,
California
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$992K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$413K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$385K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$227K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$174K |
IBMF Hedge Fund Activity: Q1 2014 in Review
37 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2014, worth a combined $41.3M — up 16% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBMF positions and 2 closed out — a net gain of 2 holders — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Royal Bank of Canada, cutting an estimated $992K.
- 37 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2014, up from 35 in Q4 2013.
- Funds reported $41.3M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2014, up 16% quarter-over-quarter.
- 4 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2014 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2014 was Morgan Stanley, an estimated $1.1M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $992K sold.
Based on aggregated 13F filings for Q1 2014.