iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
33 hedge funds and large institutions have $38.6M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
19% more capital invested
Capital invested by funds: $32.6M → $38.6M (+$6.08M)
18% more funds holding
Funds holding: 28 → 33 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.18M |
| 3 |
Jane Street
New York
|
+$1.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$395K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.51M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$788K |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$680K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$426K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
26
Baird
Milwaukee,
Wisconsin
| $223K | +$17.9K | +700 | +9% |
|
27
Ameriprise
Minneapolis,
Minnesota
| $214K | -$11K | -432 | -5% |
|
|
GWA
28
Genesis Wealth Advisors
Braintree,
Massachusetts
| $139K | +$139K | +5,440 | New |
|
|
WA
29
Winfield Associates
Cleveland,
Ohio
| $128K | -$46K | -1,800 | -26% |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$11K | +432 | New |
|
|
NES
31
New England Securities
New York
| $6K | – | – | – |
|
|
VIA
32
Vantage Investment Advisors
State College,
Pennsylvania
| $3K | +$3.45K | +135 | New |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$788K | -30,824 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$202K | -7,896 | Closed |
|
35
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -370 | Closed |
|
36
Parallax Volatility Advisers
San Francisco,
California
| – | +$26 | +1 | New |
|
IBMG Hedge Fund Activity: Q4 2014 in Review
33 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q4 2014, worth a combined $38.6M — up 19% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMG positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.51M.
- 33 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q4 2014, up from 28 in Q3 2014.
- Funds reported $38.6M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q4 2014, up 19% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q4 2014 and 3 closed out, a net change of +6 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q4 2014 was Wells Fargo, an estimated $1.6M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q4 2014 was Morgan Stanley, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2014.