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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
NCM
51
New Capital Management
Texas
$169K +$80.4K +3,157 +91%
GWA
52
Guidant Wealth Advisors
Illinois
$162K +$8.89K +349 +6%
WA
53
Winfield Associates
Ohio
$127K – – –
IA
54
IFP Advisors
Florida
$124K +$32.7K +1,282 +36%
IF
55
Ironwood Financial
Arizona
$105K – – –
AG
56
Advisor Group
Arizona
$30K +$30.1K +1,181 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K -$7.39K -290 -21%
CCM
58
Cribstone Capital Management
Maine
$25K – – –
Creative Planning
59
Creative Planning
Kansas
$25K +$25K +982 New
MCM
60
MV Capital Management
Maryland
$20K +$20K +785 New
First Manhattan
61
First Manhattan
New York
$9K – – –
BlackRock
62
BlackRock
New York
$3K +$3.41K +134 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$448K -17,631 Closed
VKH
64
Virtu KCG Holdings
New York
– -$424K -16,681 Closed
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
– -$34K -1,324 Closed
VIA
66
Vantage Investment Advisors
Pennsylvania
– -$1.25K -49 Closed
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.