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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

37 hedge funds and large institutions have $47.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $41.3M → $47.4M (+$6.06M)

0% more funds holding

Funds holding: 3737 (0)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
6
Closed
3
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
$10.5M +$2.07M +75,040 +25%
Morgan Stanley
2
Morgan Stanley
New York
$6.23M +$692K +25,090 +13%
Wells Fargo
3
Wells Fargo
California
$3M +$343K +12,438 +13%
U
4
UBS
Switzerland
$2.75M -$60.4K -2,190 -2%
LPT
5
Legacy Private Trust
Wisconsin
$2.42M +$82.8K +3,000 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.92M +$1.35M +48,954 +240%
PFM
7
Phillips Financial Management
Indiana
$1.58M +$74.7K +2,706 +5%
DC
8
Davenport & Co
Virginia
$1.54M +$291K +10,560 +23%
SEIA
9
Signature Estate & Investment Advisors
California
$1.47M +$351K +12,714 +31%
CIM
10
Confluence Investment Management
Missouri
$1.45M +$226K +8,194 +19%
CNB
11
City National Bank
California
$1.39M +$450K +16,310 +48%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.19M +$261K +9,460 +28%
UCFA
13
United Capital Financial Advisors
Texas
$1.16M +$813K +29,450 +238%
Mariner
14
Mariner
Kansas
$1.14M +$880K +31,906 +344%
LPL Financial
15
LPL Financial
California
$981K -$183K -6,618 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$928K +$654K +23,716 +241%
AIA
17
Alerus Investment Advisors
Minnesota
$704K +$276 +10 +0%
NC
18
NewSquare Capital
Pennsylvania
$658K +$173K +6,254 +36%
LNC
19
Lincoln National Corp
Pennsylvania
$608K +$606K +21,978 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$597K
LW
21
Linscomb Wealth
Texas
$564K -$9.77K -354 -2%
Ameriprise
22
Ameriprise
Minnesota
$517K +$12.4K +450 +2%
ONB
23
Old National Bancorp
Indiana
$489K +$488K +17,672 New
MFS
24
MSI Financial Services
Massachusetts
$472K +$200K +7,234 +74%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$461K

IBMF Hedge Fund Activity: Q2 2014 in Review

37 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2014, worth a combined $47.4M — up 15% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBMF positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $2.07M. The largest seller was Boston Advisors, exiting entirely with an estimated $2.15M sold.

  • 37 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $47.4M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2014 was Bank of America, an estimated $2.07M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2014 was Boston Advisors, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2014.