iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
61 hedge funds and large institutions have $97.2M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
7% more funds holding
Funds holding: 57 → 61 (+4)
7% more capital invested
Capital invested by funds: $91.1M → $97.2M (+$6.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$1.92M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.55M |
| 5 |
Morgan Stanley
New York
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$983K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$698K |
IBMF Hedge Fund Activity: Q4 2016 in Review
61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2016, worth a combined $97.2M — up 6.7% from $91.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMF positions and 4 closed out — a net gain of 5 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was US Bancorp, adding an estimated $5.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.83M sold.
- 61 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2016, up from 57 in Q3 2016.
- Funds reported $97.2M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2016, up 6.7% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $5.5M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2016.