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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
AFP
51
Ausdal Financial Partners
Iowa
$269K +$13.1K +517 +5%
VNA
52
Valley National Advisers
Pennsylvania
$262K – – –
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$247K -$175K -6,883 -42%
BCM
54
Brookstone Capital Management
Illinois
$246K -$13K -512 -5%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$244K -$56.8K -2,236 -19%
TSS
56
Two Sigma Securities
New York
$244K +$245K +9,620 New
AWA
57
ARS Wealth Advisors
Florida
$235K – – –
PWM
58
Paulson Wealth Management
Illinois
$217K +$218K +8,559 New
SEI Investments
59
SEI Investments
Pennsylvania
$210K – – –
VC
60
Vicus Capital
Pennsylvania
$202K +$203K +7,972 New
PA
61
Parallel Advisors
California
$188K – – –
NCM
62
New Capital Management
Texas
$170K +$432 +17 +0.3%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$43.9K +1,726 +40%
WA
64
Winfield Associates
Ohio
$127K – – –
TFO
65
Tarbox Family Office
California
$102K – – –
AF
66
Advisornet Financial
Minnesota
$67K +$66.7K +2,625 New
CTC
67
Central Trust Company
Missouri
$65K +$64.6K +2,541 New
MCM
68
Monument Capital Management
Virginia
$57K +$57.4K +2,256 New
IA
69
IFP Advisors
Florida
$53K -$55.9K -2,200 -51%
IF
70
Ironwood Financial
Arizona
$45K -$59.6K -2,345 -57%
RFC
71
Regions Financial Corp
Alabama
$41K +$40.8K +1,606 New
FAAS
72
First Allied Advisory Services
California
$34K +$33.8K +1,328 New
AG
73
Advisor Group
Arizona
$30K – – –
CCM
74
Cribstone Capital Management
Maine
$25K – – –
MCM
75
MV Capital Management
Maryland
$20K – – –
1 2
3
4

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.