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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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1 hedge funds and large institutions have $312K invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 80 → 1 (-79)

100% less capital invested

Capital invested by funds: $108M → $312K (-$107M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 79

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-79
Holders Change %
-98.75%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
79
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.51M
2
US Bancorp
US Bancorp
Minnesota
-$9.04M
3
AssetMark Inc
AssetMark Inc
California
-$7.24M
4
GA
Gateway Advisory
New Jersey
-$6.09M
5
UCFA
United Capital Financial Advisors
Texas
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
26
Carnegie Investment Counsel
Ohio
– -$1.15M -45,300 Closed
REMPR
27
Roof Eidam Maycock Peralta (REMP)
California
– -$1.13M -44,455 Closed
VA
28
Valmark Advisers
Ohio
– -$796K -31,313 Closed
RJA
29
Raymond James & Associates
Florida
– -$780K -30,679 Closed
BA
30
Boston Advisors
Massachusetts
– -$767K -30,175 Closed
ST
31
Sabal Trust
Florida
– -$702K -27,615 Closed
Ameriprise
32
Ameriprise
Minnesota
– -$606K -23,848 Closed
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
– -$585K -23,031 Closed
MIH
34
Madison Investment Holdings
Wisconsin
– -$564K -22,179 Closed
WF
35
WealthTrust Fairport
Ohio
– -$535K -21,059 Closed
TYCC
36
Texas Yale Capital Corp
Florida
– -$531K -20,912 Closed
AFP
37
Ausdal Financial Partners
Iowa
– -$496K -19,517 Closed
1IA
38
1834 Investment Advisors
Wisconsin
– -$479K -18,865 Closed
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
– -$469K -18,460 Closed
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$427K -16,789 Closed
OIA
41
OneDigital Investment Advisors
Kansas
– -$418K -16,465 Closed
CG
42
Colony Group
Massachusetts
– -$350K -13,776 Closed
GLA
43
Great Lakes Advisors
Illinois
– -$344K -13,526 Closed
Baird Financial Group
44
Baird Financial Group
Wisconsin
– -$318K -12,496 Closed
AEPG
45
American Economic Planning Group
New Jersey
– -$311K -12,223 Closed
AAM
46
Autus Asset Management
Arizona
– -$304K -12,000 Closed
LFAS
47
Level Four Advisory Services
Texas
– -$304K -11,980 Closed
GFPC
48
Global Financial Private Capital
Florida
– -$302K -11,873 Closed
ACS
49
Archford Capital Strategies
Illinois
– -$294K -11,587 Closed
PWM
50
Paulson Wealth Management
Illinois
– -$293K -11,513 Closed
1
2
3 4

IBMG Hedge Fund Activity: Q3 2018 in Review

1 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q3 2018, worth a combined $312K — down 100% from $108M a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of IBMG and 0 opened new positions — a net loss of 79 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $9.51M sold.

  • 1 institutional investor held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2018, down from 80 in Q2 2018.
  • Funds reported $312K of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2018, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2018 and 79 closed out, a net change of -79 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2018 was Bank of America, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2018.