iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
60 hedge funds and large institutions have $88.3M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
11% more funds holding
Funds holding: 54 → 60 (+6)
8% more capital invested
Capital invested by funds: $81.8M → $88.3M (+$6.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$5.25M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.82M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.28M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.22M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$4.75M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.74M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.29M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.04M |
| 5 |
Morgan Stanley
New York
|
-$843K |
IBMF Hedge Fund Activity: Q2 2016 in Review
60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q2 2016, worth a combined $88.3M — up 8% from $81.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMF positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Virtu KCG Holdings, adding an estimated $5.25M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.75M.
- 60 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q2 2016, up from 54 in Q1 2016.
- Funds reported $88.3M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q2 2016, up 8% quarter-over-quarter.
- 11 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q2 2016 and 4 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q2 2016 was Virtu KCG Holdings, an estimated $5.25M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q2 2016 was Signature Estate & Investment Advisors, an estimated $4.75M sold.
Based on aggregated 13F filings for Q2 2016.