iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
63 hedge funds and large institutions have $112M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
24% more capital invested
Capital invested by funds: $90.4M → $112M (+$21.7M)
5% more funds holding
Funds holding: 60 → 63 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.1M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.85M |
| 3 |
AssetMark Inc
Concord,
California
|
+$3.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.36M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$524K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$448K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$436K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$424K |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$367K |
IBMG Hedge Fund Activity: Q1 2017 in Review
63 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q1 2017, worth a combined $112M — up 24% from $90.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMG positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.1M. The largest seller was Morgan Stanley, cutting an estimated $524K.
- 63 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q1 2017, up from 60 in Q4 2016.
- Funds reported $112M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q1 2017, up 24% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q1 2017 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.1M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q1 2017 was Morgan Stanley, an estimated $524K sold.
Based on aggregated 13F filings for Q1 2017.