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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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60 hedge funds and large institutions have $90.4M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

20% more funds holding

Funds holding: 50 → 60 (+10)

14% more capital invested

Capital invested by funds: $79M → $90.4M (+$11.4M)

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$4M
2
Morgan Stanley
Morgan Stanley
New York
+$2.02M
3
MG
Mather Group
Illinois
+$1.76M
4
PAG
Private Advisor Group
New Jersey
+$1.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$891K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.81M
2
Bank of America
Bank of America
North Carolina
-$346K
3
VCM
Vigilant Capital Management
Maine
-$297K
4
LPT
Legacy Private Trust
Wisconsin
-$296K
5
VKH
Virtu KCG Holdings
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Sabal Trust
Florida
$701K – – –
1IA
27
1834 Investment Advisors
Wisconsin
$670K +$10.1K +395 +2%
LFAS
28
Level Four Advisory Services
Texas
$553K +$554K +21,780 New
BA
29
Boston Advisors
Massachusetts
$548K +$45.9K +1,805 +9%
Ameriprise
30
Ameriprise
Minnesota
$521K +$38K +1,495 +8%
VA
31
Valmark Advisers
Ohio
$456K +$52.6K +2,066 +13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$448K -$254K -9,991 -36%
VKH
33
Virtu KCG Holdings
New York
$424K -$270K -10,624 -39%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$382K +$53.5K +2,104 +16%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$313K -$19.1K -749 -6%
Jane Street
36
Jane Street
New York
$287K -$140K -5,490 -33%
VNA
37
Valley National Advisers
Pennsylvania
$282K +$282K +11,090 New
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$262K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$250K +$25.5K +1,002 +11%
PFS
40
Prospera Financial Services
Texas
$249K +$18.5K +728 +8%
AWA
41
ARS Wealth Advisors
Florida
$236K – – –
SI
42
SII Investments
Wisconsin
$236K +$237K +9,300 New
AAM
43
Autus Asset Management
Arizona
$228K – – –
GLA
44
Great Lakes Advisors
Illinois
$207K +$208K +8,164 New
BCM
45
Brookstone Capital Management
Illinois
$202K +$202K +7,935 New
PA
46
Parallel Advisors
California
$173K +$173K +6,800 New
GWA
47
Guidant Wealth Advisors
Illinois
$153K +$84.9K +3,334 +124%
WA
48
Winfield Associates
Ohio
$127K – – –
MFS
49
MSI Financial Services
Massachusetts
$118K +$43K +1,690 +57%
IF
50
Ironwood Financial
Arizona
$105K -$193K -7,580 -65%
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IBMG Hedge Fund Activity: Q4 2016 in Review

60 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q4 2016, worth a combined $90.4M — up 14% from $79M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMG positions and 2 closed out — a net gain of 10 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was US Bancorp, adding an estimated $4M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.81M sold.

  • 60 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q4 2016, up from 50 in Q3 2016.
  • Funds reported $90.4M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q4 2016 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q4 2016 was US Bancorp, an estimated $4M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2016.