iShares iBonds Sep 2018 Term Muni Bond ETF
IBMG
IBMG was delisted on the 4th of September, 2018.
70 hedge funds and large institutions have $124M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 8 closing their positions.
311% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $115M → $124M (+$9.27M)
1% less funds holding
Funds holding: 71 → 70 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.83M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$935K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$712K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$420K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$419K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$242K |
IBMG Hedge Fund Activity: Q3 2017 in Review
70 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) for Q3 2017, worth a combined $124M — up 8.1% from $115M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IBMG and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 37 added.
The largest buyer was Leavell Investment Management, adding an estimated $1.83M. The largest seller was Legacy Private Trust, exiting entirely with an estimated $1.88M sold.
- 70 institutional investors held iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) as of Q3 2017, down from 71 in Q2 2017.
- Funds reported $124M of iShares iBonds Sep 2018 Term Muni Bond ETF stock for Q3 2017, up 8.1% quarter-over-quarter.
- 7 funds opened new iShares iBonds Sep 2018 Term Muni Bond ETF positions in Q3 2017 and 8 closed out, a net change of -1 holder.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF buyer in Q3 2017 was Leavell Investment Management, an estimated $1.83M added.
- The largest iShares iBonds Sep 2018 Term Muni Bond ETF seller in Q3 2017 was Legacy Private Trust, an estimated $1.88M sold.
Based on aggregated 13F filings for Q3 2017.