iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
21 hedge funds and large institutions have $20.4M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
75% more funds holding
Funds holding: 12 → 21 (+9)
59% more capital invested
Capital invested by funds: $12.8M → $20.4M (+$7.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.25M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1.1M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
IBMG Hedge Fund Activity: Q1 2014 in Review
21 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q1 2014, worth a combined $20.4M — up 59% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMG positions and 0 closed out — a net gain of 9 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.82M. The largest seller was Royal Bank of Canada, cutting an estimated $1.49M.
- 21 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q1 2014, up from 12 in Q4 2013.
- Funds reported $20.4M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q1 2014, up 59% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q1 2014 and 0 closed out, a net change of +9 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q1 2014 was Morgan Stanley, an estimated $1.82M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2014.