iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
28 hedge funds and large institutions have $28.2M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
54% more capital invested
Capital invested by funds: $18.4M → $28.2M (+$9.85M)
33% more funds holding
Funds holding: 21 → 28 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.94M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$960K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$970K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$82K |
| 3 |
JP Morgan Chase
New York
|
-$3.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $34K | +$16.6K | +650 | +93% |
|
|
AIG
27
American International Group
New York
| $20.2K | +$20.2K | +790 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$970K | -38,208 | Closed |
|
IBMH Hedge Fund Activity: Q1 2015 in Review
28 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q1 2015, worth a combined $28.2M — up 54% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMH positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $2.94M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $970K sold.
- 28 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q1 2015, up from 21 in Q4 2014.
- Funds reported $28.2M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q1 2015, up 54% quarter-over-quarter.
- 8 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q1 2015 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $2.94M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q1 2015 was Royal Bank of Canada, an estimated $970K sold.
Based on aggregated 13F filings for Q1 2015.