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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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80 hedge funds and large institutions have $108M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

4% more funds holding

Funds holding: 77 → 80 (+3)

0% more capital invested

Capital invested by funds: $107M → $108M (+$384K)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.06M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.68M
3
NA
NewEdge Advisors
Louisiana
+$1.66M
4
PAG
Private Advisor Group
New Jersey
+$1.53M
5
Jane Street
Jane Street
New York
+$713K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.99M
2
FFW
Fusion Family Wealth
New York
-$2.17M
3
UBS Group
UBS Group
Switzerland
-$745K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$446K
5
Wells Fargo
Wells Fargo
California
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
$259K – – –
Stifel Financial
52
Stifel Financial
Missouri
$255K +$253K +9,941 New
TSS
53
Two Sigma Securities
New York
$245K +$245K +9,639 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$237K – – –
AWA
55
ARS Wealth Advisors
Florida
$236K – – –
CCM
56
Crabel Capital Management
California
$228K +$228K +8,970 New
FPS
57
Fieldpoint Private Securities
Connecticut
$216K +$216K +8,500 New
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$203K – – –
VC
59
Vicus Capital
Pennsylvania
$203K +$229 +9 +0.1%
PA
60
Parallel Advisors
California
$188K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142K – – –
B
62
Bridgeworth
Alabama
$119K +$119K +4,697 New
TFO
63
Tarbox Family Office
California
$102K – – –
AIP
64
Ameritas Investment Partners
Nebraska
$76K – – –
AF
65
Advisornet Financial
Minnesota
$67K – – –
CTC
66
Central Trust Company
Missouri
$65K – – –
MCM
67
Monument Capital Management
Virginia
$56K -$914 -36 -2%
IA
68
IFP Advisors
Florida
$53K – – –
IF
69
Ironwood Financial
Arizona
$45K – – –
FFW
70
Fusion Family Wealth
New York
$41K -$2.17M -85,301 -98%
RFC
71
Regions Financial Corp
Alabama
$41K -$4.98K -196 -11%
MCM
72
MV Capital Management
Maryland
$20K – – –
WP
73
WealthShield Partners
North Carolina
$20K – – –
BlackRock
74
BlackRock
New York
$19K +$1.98K +78 +12%
SEI Investments
75
SEI Investments
Pennsylvania
$18K +$6.22K +245 +51%
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IBMG Hedge Fund Activity: Q2 2018 in Review

80 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q2 2018, worth a combined $108M — up 0.36% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMG positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06M. The largest seller was Susquehanna International Group, cutting an estimated $3.99M.

  • 80 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q2 2018, up from 77 in Q1 2018.
  • Funds reported $108M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q2 2018, up 0.36% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q2 2018 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q2 2018 was Bank of America, an estimated $3.06M added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q2 2018 was Susquehanna International Group, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2018.