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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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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.82M
2
Bank of America
Bank of America
North Carolina
+$1.54M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.25M
4
PFM
Phillips Financial Management
Indiana
+$1.1M
5
LPT
Legacy Private Trust
Wisconsin
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.43M +$1.54M +60,632 +40%
Morgan Stanley
2
Morgan Stanley
New York
$3.65M +$1.82M +71,636 +99%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.57M +$1.25M +49,217 +395%
LPT
4
Legacy Private Trust
Wisconsin
$1.48M +$1.08M +42,400 +265%
CIM
5
Confluence Investment Management
Missouri
$1.23M +$183K +7,196 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.13M -$540K -21,219 -32%
PFM
7
Phillips Financial Management
Indiana
$1.1M +$1.1M +43,024 New
U
8
UBS
Switzerland
$930K +$200K +7,847 +27%
ST
9
Sabal Trust
Florida
$701K – – –
NC
10
NewSquare Capital
Pennsylvania
$619K +$621K +24,375 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$511K -$1.49M -58,349 -74%
UCFA
12
United Capital Financial Advisors
Texas
$340K +$341K +13,392 New
DC
13
Davenport & Co
Virginia
$313K +$314K +12,320 New
Mariner
14
Mariner
Kansas
$277K +$278K +10,900 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$258K +$259K +10,176 New
AWA
16
ARS Wealth Advisors
Florida
$235K – – –
Ameriprise
17
Ameriprise
Minnesota
$217K +$213K +8,363 +4,182%
EWM
18
Empirical Wealth Management
Washington
$201K +$202K +7,913 New
WA
19
Winfield Associates
Ohio
$173K +$173K +6,800 New
VCM
20
Vigilant Capital Management
Maine
$12K +$12.1K +475 New
NES
21
New England Securities
New York
$10K – – –

IBMG Hedge Fund Activity: Q1 2014 in Review

21 of the 3,464 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.