iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
46 hedge funds and large institutions have $60.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
10% more funds holding
Funds holding: 42 → 46 (+4)
2% more capital invested
Capital invested by funds: $59M → $60.2M (+$1.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.54M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$674K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.12M |
| 2 |
CNB
City National Bank
Beverly Hills,
Delaware
|
-$1.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.59M |
| 4 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$1.03M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$851K |
IBMF Hedge Fund Activity: Q4 2014 in Review
46 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2014, worth a combined $60.2M — up 2.1% from $59M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMF positions and 3 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Vigilant Capital Management, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $2.12M.
- 46 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2014, up from 42 in Q3 2014.
- Funds reported $60.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2014, up 2.1% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2014 and 3 closed out, a net change of +6 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2014 was Vigilant Capital Management, an estimated $1.88M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2014 was Morgan Stanley, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2014.