iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
23 hedge funds and large institutions have $29.7M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
46% more capital invested
Capital invested by funds: $20.4M → $29.7M (+$9.29M)
10% more funds holding
Funds holding: 21 → 23 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.27M |
| 2 |
Jane Street
New York
|
+$1.57M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$908K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$201K |
| 3 |
NES
New England Securities
New York
|
-$4K |
IBMG Hedge Fund Activity: Q2 2014 in Review
23 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q2 2014, worth a combined $29.7M — up 46% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBMG positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Legacy Private Trust, adding an estimated $2.27M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.13M sold.
- 23 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q2 2014, up from 21 in Q1 2014.
- Funds reported $29.7M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q2 2014, up 46% quarter-over-quarter.
- 4 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q2 2014 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q2 2014 was Legacy Private Trust, an estimated $2.27M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q2 2014 was Susquehanna International Group, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2014.