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IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG

Delisted

IBMG was delisted on the 4th of September, 2018.

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39 hedge funds and large institutions have $49.8M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

29% more capital invested

Capital invested by funds: $38.6M → $49.8M (+$11.2M)

18% more funds holding

Funds holding: 33 → 39 (+6)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$5.76M
2
VKH
Virtu KCG Holdings
New York
+$2.35M
3
Wells Fargo
Wells Fargo
California
+$2.07M
4
VCM
Vigilant Capital Management
Maine
+$1.66M
5
Morgan Stanley
Morgan Stanley
New York
+$587K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.79M
2
Jane Street
Jane Street
New York
-$846K
3
Bank of America
Bank of America
North Carolina
-$545K
4
CG
Colony Group
Massachusetts
-$281K
5
UCFA
United Capital Financial Advisors
Texas
-$69.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$275K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$271K -$2.79M -108,962 -91%
AWA
28
ARS Wealth Advisors
Florida
$236K – – –
Ameriprise
29
Ameriprise
Minnesota
$213K – – –
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$204K +$205K +8,000 New
GWA
31
Genesis Wealth Advisors
Massachusetts
$139K +$102 +4 +0.1%
WA
32
Winfield Associates
Ohio
$127K – – –
TC
33
Trust Company
Kansas
$103K +$104K +4,056 New
SIA
34
Stancorp Investment Advisers
Oregon
$35K +$35.1K +1,373 New
AIG
35
American International Group
New York
$19.9K +$20K +783 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$11K – – –
VIA
37
Vantage Investment Advisors
Pennsylvania
$7K +$3.48K +136 +101%
MFS
38
MSI Financial Services
Massachusetts
$6K +$6.12K +239 New
CG
39
Colony Group
Massachusetts
– -$281K -10,950 Closed
1
2

IBMG Hedge Fund Activity: Q1 2015 in Review

39 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q1 2015, worth a combined $49.8M — up 29% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMG positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Daiwa Securities Group, opening a new position worth an estimated $5.76M. The largest seller was HighTower Advisors, cutting an estimated $2.79M.

  • 39 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q1 2015, up from 33 in Q4 2014.
  • Funds reported $49.8M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q1 2015, up 29% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q1 2015 and 1 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q1 2015 was Daiwa Securities Group, an estimated $5.76M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q1 2015 was HighTower Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2015.