iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
59 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.
168% more capital inflows, than outflows
Capital inflows: $16.6M | Capital outflows: $6.19M
2.36% more ownership
Funds ownership: 48.95% → 51.31% (+2.4%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3% less funds holding
Funds holding: 61 → 59 (-2)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$6.01M |
| 2 |
USCA RIA
Houston,
Texas
|
+$2.36M |
| 3 |
Morgan Stanley
New York
|
+$1.52M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.1M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$526K |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$517K |
| 4 |
Washington Trust Bank
Spokane,
Washington
|
-$505K |
| 5 |
Jane Street
New York
|
-$424K |
IBMF Hedge Fund Activity: Q1 2017 in Review
59 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2017, worth a combined $107M — up 10% from $97.2M a quarter earlier.
Fund positioning in IBMF was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 20 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.1M.
- 59 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2017, down from 61 in Q4 2016.
- Funds reported $107M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2017, up 10% quarter-over-quarter.
- 7 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $6.01M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2017 was UBS Group, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2017.