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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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43 hedge funds and large institutions have $65.3M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 41 → 43 (+2)

2% more capital invested

Capital invested by funds: $64.1M → $65.3M (+$1.21M)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.4M
2
UCFA
United Capital Financial Advisors
Texas
+$1.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.11M
5
UBS Group
UBS Group
Switzerland
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.32M
2
Bank of America
Bank of America
North Carolina
-$2.14M
3
Morgan Stanley
Morgan Stanley
New York
-$1.03M
4
Jane Street
Jane Street
New York
-$576K
5
LPL Financial
LPL Financial
California
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Boston Advisors
Massachusetts
$439K -$4.11K -160 -0.9%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$412K – – –
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$408K +$148K +5,760 +57%
LBC
29
Lawrence B. Cohen
$299K +$299K +11,618 New
TFF
30
The Family Firm
Maryland
$294K +$746 +29 +0.3%
ICAS
31
Investors Capital Advisory Services
Massachusetts
$289K +$75.1K +2,920 +35%
Ameriprise
32
Ameriprise
Minnesota
$255K – – –
SCM
33
Southport Capital Management
Tennessee
$250K +$250K +9,727 New
LPL Financial
34
LPL Financial
California
$243K -$474K -18,456 -66%
AWA
35
ARS Wealth Advisors
Florida
$236K – – –
PFS
36
Prospera Financial Services
Texas
$206K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$196K – – –
IA
38
IFP Advisors
Florida
$126K +$126K +4,884 New
MFS
39
MSI Financial Services
Massachusetts
$107K +$37.6K +1,464 +54%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$22K +$10.3K +400 +92%
GI
41
Gradient Investments
Minnesota
$13K – – –
First Manhattan
42
First Manhattan
New York
$9K +$9.54K +371 New
BIM
43
BlackRock Investment Management
Delaware
$3K – – –
VKH
44
Virtu KCG Holdings
New York
– -$408K -15,891 Closed
AIG
45
American International Group
New York
– -$60K -2,330 Closed
Creative Planning
46
Creative Planning
Kansas
– -$20K -768 Closed
1
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IBMH Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2016, worth a combined $65.3M — up 1.9% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMH positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.4M. The largest seller was HighTower Advisors, cutting an estimated $4.32M.

  • 43 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2016, up from 41 in Q1 2016.
  • Funds reported $65.3M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2016 and 3 closed out, a net change of +3 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2016 was Raymond James Financial Services Advisors, an estimated $1.4M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2016 was HighTower Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q2 2016.