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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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53 hedge funds and large institutions have $70.2M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 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

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

15% more funds holding

Funds holding: 46 → 53 (+7)

14% more capital invested

Capital invested by funds: $61.7M → $70.2M (+$8.5M)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.38M
3
UCFA
United Capital Financial Advisors
Texas
+$1.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
5
LNC
Lincoln National Corp
Pennsylvania
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
2
LPL Financial
LPL Financial
California
-$1.16M
3
Bank of America
Bank of America
North Carolina
-$466K
4
BA
Boston Advisors
Massachusetts
-$119K
5
Morgan Stanley
Morgan Stanley
New York
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$533K +$6.66K +260 +1%
Ameriprise
27
Ameriprise
Minnesota
$418K -$54.5K -2,128 -12%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$405K +$148K +5,780 +58%
NC
29
NewSquare Capital
Pennsylvania
$382K +$38.8K +1,516 +11%
BA
30
Boston Advisors
Massachusetts
$367K -$119K -4,640 -24%
IF
31
Ironwood Financial
Arizona
$300K – – –
LBC
32
Lawrence B. Cohen
$299K +$298K +11,642 New
HighTower Advisors
33
HighTower Advisors
Illinois
$242K -$25.2K -983 -9%
AWA
34
ARS Wealth Advisors
Florida
$238K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$238K +$12K +468 +5%
US Bancorp
36
US Bancorp
Minnesota
$233K +$232K +9,074 New
AAM
37
Autus Asset Management
Arizona
$231K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$227K – – –
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$220K +$12.4K +485 +6%
SCM
40
Southport Capital Management
Tennessee
$210K +$210K +8,183 New
PFS
41
Prospera Financial Services
Texas
$205K – – –
AEPG
42
American Economic Planning Group
New Jersey
$201K +$282 +11 +0.1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146K +$77 +3 +0.1%
MFS
44
MSI Financial Services
Massachusetts
$142K +$21.1K +822 +17%
SEIA
45
Signature Estate & Investment Advisors
California
$141K +$141K +5,498 New
WA
46
Winfield Associates
Ohio
$128K – – –
IA
47
IFP Advisors
Florida
$109K +$109K +4,265 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$49K +$10.2K +400 +26%
CCM
49
Cribstone Capital Management
Maine
$26K +$25.6K +1,000 New
First Manhattan
50
First Manhattan
New York
$9K +$9.53K +372 New
1
2
3

IBMG Hedge Fund Activity: Q2 2016 in Review

53 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q2 2016, worth a combined $70.2M — up 14% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMG positions and 1 closed out — a net gain of 7 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.8M. The largest seller was Susquehanna International Group, cutting an estimated $1.34M.

  • 53 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q2 2016, up from 46 in Q1 2016.
  • Funds reported $70.2M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q2 2016, up 14% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q2 2016 and 1 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q2 2016 was Jane Street, an estimated $1.8M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q2 2016 was Susquehanna International Group, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2016.