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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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46 hedge funds and large institutions have $61.7M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $61.1M → $61.7M (+$580K)

0% more funds holding

Funds holding: 46 → 46 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2M
2
LPL Financial
LPL Financial
California
+$645K
3
PAG
Private Advisor Group
New Jersey
+$628K
4
Wells Fargo
Wells Fargo
California
+$606K
5
BA
Boston Advisors
Massachusetts
+$485K

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$2.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.7M
3
Jane Street
Jane Street
New York
-$769K
4
CG
Colony Group
Massachusetts
-$635K
5
Bank of America
Bank of America
North Carolina
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
26
Investors Capital Advisory Services
Massachusetts
$387K – – –
NC
27
NewSquare Capital
Pennsylvania
$342K +$26.5K +1,036 +8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$336K -$1.7M -66,463 -84%
IF
29
Ironwood Financial
Arizona
$300K +$299K +11,700 New
HighTower Advisors
30
HighTower Advisors
Illinois
$267K – – –
REMPR
31
Roof Eidam Maycock Peralta (REMP)
California
$256K – – –
AWA
32
ARS Wealth Advisors
Florida
$238K – – –
AAM
33
Autus Asset Management
Arizona
$231K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$227K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$226K – – –
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$207K +$207K +8,083 New
PFS
37
Prospera Financial Services
Texas
$205K – – –
AEPG
38
American Economic Planning Group
New Jersey
$200K +$200K +7,822 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146K +$27.6K +1,079 +23%
WA
40
Winfield Associates
Ohio
$128K – – –
MFS
41
MSI Financial Services
Massachusetts
$121K +$52.2K +2,039 +76%
AIG
42
American International Group
New York
$60K +$154 +6 +0.3%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$39K – – –
VIA
44
Vantage Investment Advisors
Pennsylvania
$7K – – –
BIM
45
BlackRock Investment Management
Delaware
$3K – – –
CIM
46
Confluence Investment Management
Missouri
– -$2.74M -107,201 Closed
Jane Street
47
Jane Street
New York
– -$769K -30,125 Closed
CG
48
Colony Group
Massachusetts
– -$635K -24,874 Closed
VKH
49
Virtu KCG Holdings
New York
– -$502K -19,668 Closed
ONB
50
Old National Bancorp
Indiana
– -$381K -14,937 Closed
1
2
3

IBMG Hedge Fund Activity: Q1 2016 in Review

46 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 2016, worth a combined $61.7M — up 0.95% from $61.1M a quarter earlier.

Fund positioning in IBMG was balanced in Q1 2016: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $2.74M sold.

  • 46 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $61.7M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q1 2016, up 0.95% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q1 2016 and 6 closed out, a net change of 0 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $2M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q1 2016 was Confluence Investment Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q1 2016.