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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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60 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

33% more capital invested

Capital invested by funds: $80.8M → $107M (+$26.5M)

18% more funds holding

Funds holding: 51 → 60 (+9)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$6.12M
2
BTS
BB&T Securities
Virginia
+$4.84M
3
UBS Group
UBS Group
Switzerland
+$2.92M
4
US Bancorp
US Bancorp
Minnesota
+$2.58M
5
AssetMark Inc
AssetMark Inc
California
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$436K
2
TTWM
TCV Trust & Wealth Management
Virginia
-$359K
3
Citadel Advisors
Citadel Advisors
Florida
-$244K
4
HighTower Advisors
HighTower Advisors
Illinois
-$243K
5
CIC
Carnegie Investment Counsel
Ohio
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Boston Advisors
Massachusetts
$833K +$292K +11,477 +54%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$811K +$11.9K +469 +1%
AF
28
Alerus Financial
North Dakota
$746K +$3.98K +156 +0.5%
TTWM
29
TCV Trust & Wealth Management
Virginia
$728K -$359K -14,100 -33%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$570K +$569K +22,332 New
HighTower Advisors
31
HighTower Advisors
Illinois
$565K -$243K -9,533 -30%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$550K +$549K +21,543 New
VNA
33
Valley National Advisers
Pennsylvania
$441K -$29.6K -1,161 -6%
VA
34
Valmark Advisers
Ohio
$437K -$18.5K -725 -4%
LPT
35
Legacy Private Trust
Wisconsin
$345K -$84.1K -3,300 -20%
VKH
36
Virtu KCG Holdings
New York
$333K +$332K +13,049 New
GLA
37
Great Lakes Advisors
Illinois
$308K +$95.2K +3,735 +45%
TFF
38
The Family Firm
Maryland
$294K +$535 +21 +0.2%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$269K +$15.3K +600 +6%
Ameriprise
40
Ameriprise
Minnesota
$245K – – –
AWA
41
ARS Wealth Advisors
Florida
$234K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$232K +$231K +9,077 New
NC
43
NewSquare Capital
Pennsylvania
$226K -$13.5K -529 -6%
JP Morgan Chase
44
JP Morgan Chase
New York
$224K -$3.06K -120 -1%
BCM
45
Brookstone Capital Management
Illinois
$215K +$7.13K +280 +3%
BCI
46
Brinker Capital Investments
Pennsylvania
$206K +$206K +8,078 New
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$204K – – –
PFS
48
Prospera Financial Services
Texas
$204K – – –
IA
49
IFP Advisors
Florida
$173K +$37.2K +1,459 +28%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$171K +$99.9K +3,921 +140%
1
2
3

IBMH Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q1 2017, worth a combined $107M — up 33% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMH positions and 1 closed out — a net gain of 11 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.12M. The largest seller was United Capital Financial Advisors, cutting an estimated $436K.

  • 60 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q1 2017, up from 51 in Q4 2016.
  • Funds reported $107M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q1 2017, up 33% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.12M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q1 2017 was United Capital Financial Advisors, an estimated $436K sold.

Based on aggregated 13F filings for Q1 2017.