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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Delisted

IBMH was delisted on the 3rd of September, 2019.

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33 hedge funds and large institutions have $37.1M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

32% more capital invested

Capital invested by funds: $28.2M → $37.1M (+$8.91M)

18% more funds holding

Funds holding: 28 → 33 (+5)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.8M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.34M
3
CIC
Carnegie Investment Counsel
Ohio
+$1.06M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$892K
5
Ameriprise
Ameriprise
Minnesota
+$800K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$1.78M
2
ONB
Old National Bancorp
Indiana
-$112K
3
MFS
MSI Financial Services
Massachusetts
-$5.73K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Alerus Investment Advisors
Minnesota
$307K – – –
REMPR
27
Roof Eidam Maycock Peralta (REMP)
California
$276K – – –
AWA
28
ARS Wealth Advisors
Florida
$233K – – –
ONB
29
Old National Bancorp
Indiana
$202K -$112K -4,400 -36%
AIG
30
American International Group
New York
$59.1K +$39K +1,540 +195%
MFS
31
MSI Financial Services
Massachusetts
$29K -$5.73K -226 -17%
DADC
32
D.A. Davidson & Co
Montana
$25K +$25.3K +1,000 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$11K – – –
VKH
34
Virtu KCG Holdings
New York
– -$1.78M -69,644 Closed
1
2

IBMH Hedge Fund Activity: Q2 2015 in Review

33 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2015, worth a combined $37.1M — up 32% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMH positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.8M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.78M sold.

  • 33 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2015, up from 28 in Q1 2015.
  • Funds reported $37.1M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2015, up 32% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2015 and 1 closed out, a net change of +6 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $1.8M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2015 was Virtu KCG Holdings, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2015.