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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

46 hedge funds and large institutions have $72.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $65.3M → $72.8M (+$7.5M)

7% more funds holding

Funds holding: 4346 (+3)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$546K -$762K -29,571 -58%
BA
27
Boston Advisors
Massachusetts
$536K +$99.2K +3,850 +23%
Citadel Advisors
28
Citadel Advisors
Florida
$501K +$503K +19,529 New
VA
29
Valmark Advisers
Ohio
$418K +$420K +16,310 New
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$410K
Jane Street
31
Jane Street
New York
$388K -$1.24M -48,003 -76%
LPL Financial
32
LPL Financial
California
$298K +$56.8K +2,204 +23%
TFF
33
The Family Firm
Maryland
$294K +$722 +28 +0.2%
NC
34
NewSquare Capital
Pennsylvania
$282K -$478K -18,563 -63%
Ameriprise
35
Ameriprise
Minnesota
$255K +$1.26K +49 +0.5%
AWA
36
ARS Wealth Advisors
Florida
$235K
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$206K +$207K +8,040 New
PFS
38
Prospera Financial Services
Texas
$205K
BCM
39
Brookstone Capital Management
Illinois
$202K +$203K +7,887 New
JP Morgan Chase
40
JP Morgan Chase
New York
$171K -$24.5K -950 -12%
IA
41
IFP Advisors
Florida
$129K +$4.17K +162 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$71K +$50.4K +1,955 +234%
MFS
43
MSI Financial Services
Massachusetts
$47K -$60.4K -2,344 -56%
GI
44
Gradient Investments
Minnesota
$13K
First Manhattan
45
First Manhattan
New York
$9K
BIM
46
BlackRock Investment Management
Delaware
$3K
LBC
47
Lawrence B. Cohen
-$299K -11,618 Closed
SCM
48
Southport Capital Management
Tennessee
-$250K -9,727 Closed

IBMH Hedge Fund Activity: Q3 2016 in Review

46 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 Q3 2016, worth a combined $72.8M — up 11% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMH positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.02M. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 46 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2016, up from 43 in Q2 2016.
  • Funds reported $72.8M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2016, up 11% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2016 and 2 closed out, a net change of +4 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2016 was UBS Group, an estimated $2.02M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2016 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2016.