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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

42 hedge funds and large institutions have $59M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $47.4M → $59M (+$11.6M)

14% more funds holding

Funds holding: 3742 (+5)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
8
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
$10.1M -$448K -16,214 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.62M +$397K +14,380 +6%
Wells Fargo
3
Wells Fargo
California
$3.94M +$947K +34,282 +32%
U
4
UBS
Switzerland
$2.85M +$100K +3,634 +4%
LPT
5
Legacy Private Trust
Wisconsin
$2.62M +$200K +7,240 +8%
Citigroup
6
Citigroup
New York
$2.18M +$2.18M +78,990 New
BA
7
Boston Advisors
Massachusetts
$2.14M +$2.14M +77,522 New
SEIA
8
Signature Estate & Investment Advisors
California
$1.8M +$337K +12,202 +23%
CNB
9
City National Bank
California
$1.76M +$371K +13,424 +27%
UCFA
10
United Capital Financial Advisors
Texas
$1.75M +$600K +21,700 +52%
Jane Street
11
Jane Street
New York
$1.75M +$1.76M +63,518 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.66M +$734K +26,574 +79%
PFM
13
Phillips Financial Management
Indiana
$1.65M +$68.8K +2,490 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.6M +$1M +36,332 +168%
CIM
15
Confluence Investment Management
Missouri
$1.57M +$122K +4,412 +8%
DC
16
Davenport & Co
Virginia
$1.56M +$19.3K +700 +1%
Mariner
17
Mariner
Kansas
$1.47M +$329K +11,920 +29%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.42M +$232K +8,414 +20%
LPL Financial
19
LPL Financial
California
$1.06M +$78.4K +2,838 +8%
VKH
20
Virtu KCG Holdings
New York
$851K +$852K +30,842 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$850K -$1.07M -38,574 -56%
LNC
22
Lincoln National Corp
Pennsylvania
$737K +$130K +4,710 +21%
VCM
23
Vigilant Capital Management
Maine
$729K +$706K +25,540 +2,936%
ONB
24
Old National Bancorp
Indiana
$708K +$221K +7,990 +45%
NC
25
NewSquare Capital
Pennsylvania
$587K -$69.9K -2,530 -11%

IBMF Hedge Fund Activity: Q3 2014 in Review

42 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q3 2014, worth a combined $59M — up 25% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMF positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $2.18M. The largest seller was Susquehanna International Group, cutting an estimated $1.07M.

  • 42 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q3 2014, up from 37 in Q2 2014.
  • Funds reported $59M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q3 2014, up 25% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q3 2014 and 2 closed out, a net change of +6 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q3 2014 was Citigroup, an estimated $2.18M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2014.