iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
71 hedge funds and large institutions have $115M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
13% more funds holding
Funds holding: 63 → 71 (+8)
2% more capital invested
Capital invested by funds: $112M → $115M (+$2.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.6M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.2M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.1M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$856K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.68M |
| 2 |
TC
Trust Company
Manhattan,
Kansas
|
-$2.71M |
| 3 |
Morgan Stanley
New York
|
-$840K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$574K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$463K |
IBMG Hedge Fund Activity: Q2 2017 in Review
71 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q2 2017, worth a combined $115M — up 2.2% from $112M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMG positions and 3 closed out — a net gain of 8 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $3.6M. The largest seller was Wells Fargo, cutting an estimated $4.68M.
- 71 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q2 2017, up from 63 in Q1 2017.
- Funds reported $115M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q2 2017, up 2.2% quarter-over-quarter.
- 11 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q2 2017 and 3 closed out, a net change of +8 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.6M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $4.68M sold.
Based on aggregated 13F filings for Q2 2017.