iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
32 hedge funds and large institutions have $42.6M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
15% more capital invested
Capital invested by funds: $37.1M → $42.6M (+$5.45M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
+$885K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$796K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$390K |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$364K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$321K |
| 4 |
AIA
Alerus Investment Advisors
Wayzata,
Minnesota
|
-$292K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
ARS Wealth Advisors
St. Petersburg,
Florida
| $235K | – | – | – |
|
|
PFS
27
Prospera Financial Services
Dallas,
Texas
| $204K | +$204K | +8,000 | New |
|
|
LPT
28
Legacy Private Trust
Neenah,
Wisconsin
| $202K | -$364K | -14,300 | -64% |
|
|
AIG
29
American International Group
New York
| $60K | – | – | – |
|
|
AIA
30
Alerus Investment Advisors
Wayzata,
Minnesota
| $16K | -$292K | -11,476 | -95% |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| $15K | -$13.6K | -533 | -47% |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$390K | -15,390 | Closed |
|
|
ONB
34
Old National Bancorp
Evansville,
Indiana
| – | -$202K | -7,954 | Closed |
|
|
DADC
35
D.A. Davidson & Co
Great Falls,
Montana
| – | -$25K | -1,000 | Closed |
|
IBMH Hedge Fund Activity: Q3 2015 in Review
32 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2015, worth a combined $42.6M — up 15% from $37.1M a quarter earlier.
Fund positioning in IBMH was balanced in Q3 2015: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $1.57M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $390K sold.
- 32 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2015, down from 33 in Q2 2015.
- Funds reported $42.6M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2015, up 15% quarter-over-quarter.
- 3 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2015 and 3 closed out, a net change of 0 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.57M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2015 was Susquehanna International Group, an estimated $390K sold.
Based on aggregated 13F filings for Q3 2015.