iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
9 hedge funds and large institutions have $6.17M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
63% more capital invested
Capital invested by funds: $3.79M → $6.17M (+$2.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$434K |
| 4 |
Jane Street
New York
|
+$239K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$86.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.28M | +$1.49M | +59,869 | +193% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.34M | +$1.33M | +53,391 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.28M | -$241K | -9,668 | -16% |
|
|
CIM
4
Confluence Investment Management
St. Louis,
Missouri
| $540K | +$86.6K | +3,473 | +19% |
|
|
U
5
UBS
Zurich,
Switzerland
| $437K | +$434K | +17,407 | New |
|
|
6
Jane Street
New York
| $241K | +$239K | +9,591 | New |
|
|
MWAM
7
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
| $39K | +$38.6K | +1,550 | New |
|
|
NES
8
New England Securities
New York
| $6K | +$5.96K | +239 | New |
|
9
Ameriprise
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
10
Morgan Stanley
New York
| – | -$1.06M | -42,727 | Closed |
|
IBMG Hedge Fund Activity: Q3 2013 in Review
9 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q3 2013, worth a combined $6.17M — up 63% from $3.79M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMG positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $1.49M. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.06M sold.
- 9 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2013, up from 5 in Q2 2013.
- Funds reported $6.17M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2013, up 63% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2013 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q3 2013 was Bank of America, an estimated $1.49M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2013 was Morgan Stanley, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2013.