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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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81 hedge funds and large institutions have $132M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

16% more funds holding

Funds holding: 70 → 81 (+11)

6% more capital invested

Capital invested by funds: $124M → $132M (+$7.69M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
25
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.93M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.17M
3
VCM
Vigilant Capital Management
Maine
+$1.53M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.3M
5
WTB
Washington Trust Bank
Washington
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$5.09M
2
UBS Group
UBS Group
Switzerland
-$2.46M
3
MG
Mather Group
Illinois
-$1.65M
4
Wells Fargo
Wells Fargo
California
-$1.47M
5
PAG
Private Advisor Group
New Jersey
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.25M +$184K +7,228 +17%
CIC
27
Carnegie Investment Counsel
Ohio
$1.21M – – –
WTB
28
Washington Trust Bank
Washington
$1.15M +$1.15M +45,432 New
REMPR
29
Roof Eidam Maycock Peralta (REMP)
California
$1.1M +$71.9K +2,830 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$925K +$482K +18,968 +109%
BA
31
Boston Advisors
Massachusetts
$845K +$27.6K +1,086 +3%
ST
32
Sabal Trust
Florida
$701K – – –
VA
33
Valmark Advisers
Ohio
$689K +$164K +6,462 +31%
Ameriprise
34
Ameriprise
Minnesota
$663K +$182K +7,166 +38%
BTS
35
BB&T Securities
Virginia
$658K -$5.09M -200,285 -89%
1IA
36
1834 Investment Advisors
Wisconsin
$657K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$565K -$38.1K -1,500 -6%
DP
38
Denver PWM
Colorado
$532K +$108K +4,229 +25%
TYCC
39
Texas Yale Capital Corp
Florida
$531K – – –
MIH
40
Madison Investment Holdings
Wisconsin
$438K – – –
VF
41
Virtu Financial
New York
$428K -$31.6K -1,242 -7%
OIA
42
OneDigital Investment Advisors
Kansas
$418K +$419K +16,465 New
Citadel Advisors
43
Citadel Advisors
Florida
$381K +$382K +15,022 New
CG
44
Colony Group
Massachusetts
$374K -$132K -5,190 -26%
GLA
45
Great Lakes Advisors
Illinois
$345K -$21.8K -857 -6%
RJA
46
Raymond James & Associates
Florida
$318K +$57.9K +2,276 +22%
GFPC
47
Global Financial Private Capital
Florida
$317K +$317K +12,467 New
AAM
48
Autus Asset Management
Arizona
$304K – – –
LFAS
49
Level Four Advisory Services
Texas
$304K – – –
TTWM
50
TCV Trust & Wealth Management
Virginia
$273K -$16.5K -650 -6%
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IBMG Hedge Fund Activity: Q4 2017 in Review

81 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q4 2017, worth a combined $132M — up 6.2% from $124M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMG positions and 6 closed out — a net gain of 11 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $6.93M. The largest seller was BB&T Securities, cutting an estimated $5.09M.

  • 81 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $132M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q4 2017, up 6.2% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q4 2017 was Jane Street, an estimated $6.93M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2017.