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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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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPT
Legacy Private Trust
Wisconsin
+$2.27M
2
Jane Street
Jane Street
New York
+$1.57M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.05M
4
Mariner
Mariner
Kansas
+$908K
5
UCFA
United Capital Financial Advisors
Texas
+$795K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.13M
2
EWM
Empirical Wealth Management
Washington
-$201K
3
NES
New England Securities
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.96M +$485K +19,037 +9%
Morgan Stanley
2
Morgan Stanley
New York
$4.41M +$723K +28,365 +20%
LPT
3
Legacy Private Trust
Wisconsin
$3.77M +$2.27M +88,900 +152%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.72M +$142K +5,567 +9%
Jane Street
5
Jane Street
New York
$1.57M +$1.57M +61,516 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.05M +41,093 +204%
CIM
7
Confluence Investment Management
Missouri
$1.46M +$222K +8,723 +18%
Mariner
8
Mariner
Kansas
$1.19M +$908K +35,607 +327%
U
9
UBS
Switzerland
$1.19M +$247K +9,681 +26%
UCFA
10
United Capital Financial Advisors
Texas
$1.14M +$795K +31,180 +233%
PFM
11
Phillips Financial Management
Indiana
$1.12M +$26.2K +1,027 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$910K +$647K +25,376 +249%
NC
13
NewSquare Capital
Pennsylvania
$846K +$221K +8,685 +36%
ST
14
Sabal Trust
Florida
$707K – – –
DC
15
Davenport & Co
Virginia
$637K +$321K +12,580 +102%
ONB
16
Old National Bancorp
Indiana
$408K +$406K +15,931 New
ICAS
17
Investors Capital Advisory Services
Massachusetts
$387K +$386K +15,125 New
Ameriprise
18
Ameriprise
Minnesota
$240K +$21.2K +832 +10%
AWA
19
ARS Wealth Advisors
Florida
$237K – – –
WA
20
Winfield Associates
Ohio
$174K – – –
VCM
21
Vigilant Capital Management
Maine
$12K – – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$9K +$9.43K +370 New
NES
23
New England Securities
New York
$6K -$4K -157 -40%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– -$1.13M -44,538 Closed
EWM
25
Empirical Wealth Management
Washington
– -$201K -7,913 Closed

IBMG Hedge Fund Activity: Q2 2014 in Review

23 of the 3,481 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.