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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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63 hedge funds and large institutions have $112M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

24% more capital invested

Capital invested by funds: $90.4M → $112M (+$21.7M)

5% more funds holding

Funds holding: 60 → 63 (+3)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$6.1M
2
BTS
BB&T Securities
Virginia
+$4.85M
3
AssetMark Inc
AssetMark Inc
California
+$3.6M
4
UBS Group
UBS Group
Switzerland
+$2.36M
5
Wells Fargo
Wells Fargo
California
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$524K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$448K
3
UCFA
United Capital Financial Advisors
Texas
-$436K
4
VKH
Virtu KCG Holdings
New York
-$424K
5
TTWM
TCV Trust & Wealth Management
Virginia
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.05M -$147K -5,784 -12%
REMPR
27
Roof Eidam Maycock Peralta (REMP)
California
$1.03M +$264K +10,345 +34%
BA
28
Boston Advisors
Massachusetts
$810K +$262K +10,266 +48%
ST
29
Sabal Trust
Florida
$703K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$675K +$425K +16,691 +169%
1IA
31
1834 Investment Advisors
Wisconsin
$671K – – –
Baird Financial Group
32
Baird Financial Group
Wisconsin
$660K -$77.7K -3,050 -11%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$474K +$160K +6,286 +51%
Ameriprise
34
Ameriprise
Minnesota
$463K -$59.1K -2,319 -11%
VA
35
Valmark Advisers
Ohio
$437K -$19.1K -750 -4%
Jane Street
36
Jane Street
New York
$381K +$93.1K +3,655 +32%
TTWM
37
TCV Trust & Wealth Management
Virginia
$365K -$367K -14,400 -50%
SFS
38
Sowell Financial Services
Arkansas
$312K +$312K +12,235 New
LFAS
39
Level Four Advisory Services
Texas
$305K -$250K -9,800 -45%
GLA
40
Great Lakes Advisors
Illinois
$288K +$80.4K +3,155 +39%
VNA
41
Valley National Advisers
Pennsylvania
$282K – – –
SI
42
SII Investments
Wisconsin
$275K +$40K +1,570 +17%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$262K – – –
PFS
44
Prospera Financial Services
Texas
$249K – – –
TSS
45
Two Sigma Securities
New York
$244K +$244K +9,577 New
AWA
46
ARS Wealth Advisors
Florida
$236K – – –
AAM
47
Autus Asset Management
Arizona
$229K – – –
BCM
48
Brookstone Capital Management
Illinois
$209K +$6.9K +271 +3%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$186K +$99.8K +3,916 +116%
PA
50
Parallel Advisors
California
$183K +$10.2K +400 +6%
1
2
3

IBMG Hedge Fund Activity: Q1 2017 in Review

63 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q1 2017, worth a combined $112M — up 24% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMG positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.1M. The largest seller was Morgan Stanley, cutting an estimated $524K.

  • 63 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q1 2017, up from 60 in Q4 2016.
  • Funds reported $112M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q1 2017 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.1M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q1 2017 was Morgan Stanley, an estimated $524K sold.

Based on aggregated 13F filings for Q1 2017.