iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
35 hedge funds and large institutions have $53.9M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
27% more capital invested
Capital invested by funds: $42.6M → $53.9M (+$11.3M)
9% more funds holding
Funds holding: 32 → 35 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.09M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$576K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$551K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.4K |
| 4 |
JP Morgan Chase
New York
|
-$53.5K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$48.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
REMPR
26
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $259K | -$20.3K | -795 | -7% |
|
|
AWA
27
ARS Wealth Advisors
St. Petersburg,
Florida
| $235K | – | – | – |
|
|
PFS
28
Prospera Financial Services
Dallas,
Texas
| $205K | – | – | – |
|
|
LPT
29
Legacy Private Trust
Neenah,
Wisconsin
| $202K | – | – | – |
|
|
ICAS
30
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $201K | +$201K | +7,855 | New |
|
|
AIG
31
American International Group
New York
| $60K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $25K | +$24.9K | +977 | New |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $20K | +$5.08K | +199 | +34% |
|
|
LTFS
34
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
BIM
35
BlackRock Investment Management
Wilmington,
Delaware
| $3K | +$3.42K | +134 | New |
|
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$576K | -22,553 | Closed |
|
|
37
Ameriprise
Minneapolis,
Minnesota
| – | -$551K | -21,546 | Closed |
|
IBMH Hedge Fund Activity: Q4 2015 in Review
35 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2015, worth a combined $53.9M — up 27% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBMH positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.78M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $576K sold.
- 35 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2015, up from 32 in Q3 2015.
- Funds reported $53.9M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2015 and 2 closed out, a net change of +4 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $2.78M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $576K sold.
Based on aggregated 13F filings for Q4 2015.