iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
46 hedge funds and large institutions have $61.1M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $56.7M → $61.1M (+$4.43M)
2% more funds holding
Funds holding: 45 → 46 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.09M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$930K |
| 5 |
TC
Trust Company
Manhattan,
Kansas
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.36M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$778K |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$766K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$273K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$258K |
IBMG Hedge Fund Activity: Q4 2015 in Review
46 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q4 2015, worth a combined $61.1M — up 7.8% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMG positions and 3 closed out — a net gain of 2 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.75M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.36M sold.
- 46 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q4 2015, up from 45 in Q3 2015.
- Funds reported $61.1M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q4 2015, up 7.8% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q4 2015 and 3 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $2.75M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2015.