iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
12 hedge funds and large institutions have $12.8M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
107% more capital invested
Capital invested by funds: $6.17M → $12.8M (+$6.62M)
33% more funds holding
Funds holding: 9 → 12 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.58M |
| 3 |
ST
Sabal Trust
St. Petersburg,
Florida
|
+$698K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$695K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.88M | +$1.58M | +62,430 | +69% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.99M | +$695K | +27,493 | +54% |
|
|
3
Morgan Stanley
New York
| $1.83M | +$1.83M | +72,191 | New |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.66M | +$313K | +12,366 | +23% |
|
|
CIM
5
Confluence Investment Management
St. Louis,
Missouri
| $1.04M | +$500K | +19,766 | +92% |
|
|
U
6
UBS
Zurich,
Switzerland
| $728K | +$287K | +11,365 | +65% |
|
|
ST
7
Sabal Trust
St. Petersburg,
Florida
| $699K | +$698K | +27,615 | New |
|
|
LPT
8
Legacy Private Trust
Neenah,
Wisconsin
| $405K | +$405K | +16,000 | New |
|
9
HighTower Advisors
Chicago,
Illinois
| $315K | +$315K | +12,465 | New |
|
|
AWA
10
ARS Wealth Advisors
St. Petersburg,
Florida
| $235K | +$235K | +9,275 | New |
|
|
NES
11
New England Securities
New York
| $10K | +$3.97K | +157 | +66% |
|
12
Ameriprise
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
13
Jane Street
New York
| – | -$241K | -9,591 | Closed |
|
IBMG Hedge Fund Activity: Q4 2013 in Review
12 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q4 2013, worth a combined $12.8M — up 107% from $6.17M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMG positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.83M. The largest seller was Jane Street, exiting entirely with an estimated $241K sold.
- 12 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $12.8M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q4 2013, up 107% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q4 2013 and 1 closed out, a net change of +4 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q4 2013 was Morgan Stanley, an estimated $1.83M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q4 2013 was Jane Street, an estimated $241K sold.
Based on aggregated 13F filings for Q4 2013.