We are live on ! Find out more
IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG

Delisted

IBMG was delisted on the 4th of September, 2018.

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$3.6M
2
AssetMark Inc
AssetMark Inc
California
+$2.2M
3
LIM
Leavell Investment Management
Alabama
+$1.1M
4
US Bancorp
US Bancorp
Minnesota
+$856K
5
BTS
BB&T Securities
Virginia
+$691K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.68M
2
TC
Trust Company
Kansas
-$2.71M
3
Morgan Stanley
Morgan Stanley
New York
-$840K
4
Bank of America
Bank of America
North Carolina
-$574K
5
Ameriprise
Ameriprise
Minnesota
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$256K +$256K +10,041 New
TYCC
52
Texas Yale Capital Corp
Florida
$255K +$255K +10,000 New
PFS
53
Prospera Financial Services
Texas
$249K – – –
AWA
54
ARS Wealth Advisors
Florida
$236K – – –
BCM
55
Brookstone Capital Management
Illinois
$204K -$5.3K -208 -3%
PA
56
Parallel Advisors
California
$184K – – –
NCM
57
New Capital Management
Texas
$169K – – –
GWA
58
Guidant Wealth Advisors
Illinois
$162K – – –
WA
59
Winfield Associates
Ohio
$127K – – –
IF
60
Ironwood Financial
Arizona
$105K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K +$32K +1,255 +113%
AG
62
Advisor Group
Arizona
$30K – – –
Creative Planning
63
Creative Planning
Kansas
$25K – – –
CCM
64
Cribstone Capital Management
Maine
$25K – – –
MCM
65
MV Capital Management
Maryland
$20K – – –
SEI Investments
66
SEI Investments
Pennsylvania
$11K +$11K +432 New
First Manhattan
67
First Manhattan
New York
$9K – – –
BWA
68
BDO Wealth Advisors
Florida
$9K +$8.59K +337 New
BlackRock
69
BlackRock
New York
$3K – – –
NA
70
NewEdge Advisors
Louisiana
$993 +$993 +39 New
TC
71
Trust Company
Kansas
– -$2.71M -106,339 Closed
Ameriprise
72
Ameriprise
Minnesota
– -$463K -18,206 Closed
TSS
73
Two Sigma Securities
New York
– -$244K -9,577 Closed
1 2
3

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.