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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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70 hedge funds and large institutions have $124M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $115M → $124M (+$9.27M)

1% less funds holding

Funds holding: 71 → 70 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
37
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LIM
Leavell Investment Management
Alabama
+$1.83M
2
VCM
Vigilant Capital Management
Maine
+$1.63M
3
UBS Group
UBS Group
Switzerland
+$1.35M
4
Bank of America
Bank of America
North Carolina
+$935K
5
US Bancorp
US Bancorp
Minnesota
+$586K

Top Sellers

Rank Fund Capital Flow
1
LPT
Legacy Private Trust
Wisconsin
-$1.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$712K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$420K
4
OIA
OneDigital Investment Advisors
Kansas
-$419K
5
IA
IFP Advisors
Florida
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
Jane Street
27
Jane Street
New York
$847K +$381K +14,957 +82%
BA
28
Boston Advisors
Massachusetts
$820K +$31.9K +1,250 +4%
ST
29
Sabal Trust
Florida
$704K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$677K +$51 +2 +0%
1IA
31
1834 Investment Advisors
Wisconsin
$660K – – –
Baird Financial Group
32
Baird Financial Group
Wisconsin
$605K -$25.5K -1,000 -4%
TYCC
33
Texas Yale Capital Corp
Florida
$533K +$278K +10,912 +109%
VA
34
Valmark Advisers
Ohio
$527K +$85.7K +3,364 +19%
CG
35
Colony Group
Massachusetts
$508K +$7.39K +290 +1%
Ameriprise
36
Ameriprise
Minnesota
$483K +$482K +18,933 New
VF
37
Virtu Financial
New York
$461K +$461K +18,085 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$445K +$50.7K +1,989 +13%
MIH
39
Madison Investment Holdings
Wisconsin
$440K +$440K +17,260 New
TCM
40
Tradition Capital Management
New Jersey
$430K +$15.3K +600 +4%
DP
41
Denver PWM
Colorado
$426K +$427K +16,747 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$423K +$63.9K +2,507 +18%
GLA
43
Great Lakes Advisors
Illinois
$369K +$20.2K +791 +6%
AAM
44
Autus Asset Management
Arizona
$306K – – –
LFAS
45
Level Four Advisory Services
Texas
$305K – – –
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$302K +$23.8K +934 +9%
TTWM
47
TCV Trust & Wealth Management
Virginia
$291K -$49.1K -1,925 -14%
VNA
48
Valley National Advisers
Pennsylvania
$263K -$20K -785 -7%
RJA
49
Raymond James & Associates
Florida
$261K +$261K +10,236 New
SI
50
SII Investments
Wisconsin
$260K – – –
1
2
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IBMG Hedge Fund Activity: Q3 2017 in Review

70 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 Q3 2017, worth a combined $124M — up 8.1% from $115M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBMG and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 37 added.

The largest buyer was Leavell Investment Management, adding an estimated $1.83M. The largest seller was Legacy Private Trust, exiting entirely with an estimated $1.88M sold.

  • 70 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2017, down from 71 in Q2 2017.
  • Funds reported $124M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2017, up 8.1% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2017 and 8 closed out, a net change of -1 holder.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q3 2017 was Leavell Investment Management, an estimated $1.83M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2017 was Legacy Private Trust, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2017.