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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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51 hedge funds and large institutions have $80.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $72.8M → $80.8M (+$8.04M)

11% more funds holding

Funds holding: 46 → 51 (+5)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.99M
2
US Bancorp
US Bancorp
Minnesota
+$2.87M
3
PAG
Private Advisor Group
New Jersey
+$1.58M
4
UBS Group
UBS Group
Switzerland
+$1.46M
5
TTWM
TCV Trust & Wealth Management
Virginia
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$765K
3
VCM
Vigilant Capital Management
Maine
-$574K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$546K
5
Jane Street
Jane Street
New York
-$388K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$478K +$184K +7,248 +62%
VNA
27
Valley National Advisers
Pennsylvania
$467K +$469K +18,450 New
VA
28
Valmark Advisers
Ohio
$451K +$38.5K +1,514 +9%
LPT
29
Legacy Private Trust
Wisconsin
$426K -$310K -12,200 -42%
TFF
30
The Family Firm
Maryland
$291K +$941 +37 +0.3%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$251K +$47.8K +1,880 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$244K -$252K -9,897 -51%
Ameriprise
33
Ameriprise
Minnesota
$243K -$9.26K -364 -4%
NC
34
NewSquare Capital
Pennsylvania
$238K -$41.3K -1,624 -15%
AWA
35
ARS Wealth Advisors
Florida
$232K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$225K +$56.2K +2,210 +33%
GLA
37
Great Lakes Advisors
Illinois
$211K +$212K +8,325 New
BCM
38
Brookstone Capital Management
Illinois
$206K +$6.36K +250 +3%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$203K -$204K -8,000 -50%
PFS
40
Prospera Financial Services
Texas
$203K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$198K +7,788 New
PA
42
Parallel Advisors
California
$152K +$153K +6,000 New
IA
43
IFP Advisors
Florida
$134K +$6.51K +256 +5%
SEIA
44
Signature Estate & Investment Advisors
California
$110K +$110K +4,327 New
MFS
45
MSI Financial Services
Massachusetts
$91K +$45.3K +1,781 +98%
AIP
46
Ameritas Investment Partners
Nebraska
$81K +$81.4K +3,200 New
NCM
47
New Capital Management
Texas
$80K +$80K +3,143 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$71K – – –
NFG
49
Next Financial Group
Texas
$15K +$14.8K +580 New
First Manhattan
50
First Manhattan
New York
$9K – – –
1
2
3

IBMH Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2016, worth a combined $80.8M — up 11% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMH positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.99M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.82M sold.

  • 51 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2016, up from 46 in Q3 2016.
  • Funds reported $80.8M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2016, up 11% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2016 and 5 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $3.99M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2016.