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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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28 hedge funds and large institutions have $32.6M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

22% more funds holding

Funds holding: 23 → 28 (+5)

10% more capital invested

Capital invested by funds: $29.7M → $32.6M (+$2.88M)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$973K
2
VKH
Virtu KCG Holdings
New York
+$789K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$724K
4
UCFA
United Capital Financial Advisors
Texas
+$589K
5
VCM
Vigilant Capital Management
Maine
+$522K

Top Sellers

Rank Fund Capital Flow
1
LPT
Legacy Private Trust
Wisconsin
-$1.27M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$999K
3
Jane Street
Jane Street
New York
-$804K
4
Ameriprise
Ameriprise
Minnesota
-$15.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.1M +$143K +5,575 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.79M +$388K +15,141 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.69M +$973K +38,004 +57%
LPT
4
Legacy Private Trust
Wisconsin
$2.5M -$1.27M -49,700 -34%
UCFA
5
United Capital Financial Advisors
Texas
$1.73M +$589K +22,998 +52%
Mariner
6
Mariner
Kansas
$1.64M +$447K +17,470 +38%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.63M +$724K +28,272 +80%
CIM
8
Confluence Investment Management
Missouri
$1.58M +$115K +4,492 +8%
U
9
UBS
Switzerland
$1.37M +$190K +7,406 +16%
PFM
10
Phillips Financial Management
Indiana
$1.13M +$282 +11 +0%
NC
11
NewSquare Capital
Pennsylvania
$875K +$29.2K +1,140 +3%
VKH
12
Virtu KCG Holdings
New York
$788K +$789K +30,824 New
Jane Street
13
Jane Street
New York
$771K -$804K -31,379 -51%
DC
14
Davenport & Co
Virginia
$743K +$106K +4,150 +17%
ST
15
Sabal Trust
Florida
$706K – – –
ONB
16
Old National Bancorp
Indiana
$570K +$163K +6,352 +40%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$569K -$999K -39,013 -64%
VCM
18
Vigilant Capital Management
Maine
$533K +$522K +20,368 +4,288%
LPL Financial
19
LPL Financial
California
$388K +$388K +15,159 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$386K – – –
AWA
21
ARS Wealth Advisors
Florida
$237K – – –
Ameriprise
22
Ameriprise
Minnesota
$225K -$15.4K -600 -6%
B
23
Baird
Wisconsin
$205K +$205K +8,000 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$202K +$202K +7,896 New
WA
25
Winfield Associates
Ohio
$174K – – –
1
2

IBMG Hedge Fund Activity: Q3 2014 in Review

28 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q3 2014, worth a combined $32.6M — up 9.7% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IBMG positions and 0 closed out — a net gain of 5 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $973K. The largest seller was Legacy Private Trust, cutting an estimated $1.27M.

  • 28 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $32.6M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2014, up 9.7% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2014 and 0 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q3 2014 was HighTower Advisors, an estimated $973K added.
  • The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2014 was Legacy Private Trust, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2014.