iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
28 hedge funds and large institutions have $32.6M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 0 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
22% more funds holding
Funds holding: 23 → 28 (+5)
10% more capital invested
Capital invested by funds: $29.7M → $32.6M (+$2.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$973K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$789K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$724K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$589K |
| 5 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$999K |
| 3 |
Jane Street
New York
|
-$804K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $12K | +$12.4K | +484 | New |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $9K | – | – | – |
|
|
NES
28
New England Securities
New York
| $6K | – | – | – |
|
IBMG Hedge Fund Activity: Q3 2014 in Review
28 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q3 2014, worth a combined $32.6M — up 9.7% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMG positions and 0 closed out — a net gain of 5 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $973K. The largest seller was Legacy Private Trust, cutting an estimated $1.27M.
- 28 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2014, up from 23 in Q2 2014.
- Funds reported $32.6M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2014, up 9.7% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2014 and 0 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q3 2014 was HighTower Advisors, an estimated $973K added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2014 was Legacy Private Trust, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2014.