iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
70 hedge funds and large institutions have $119M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
17% more funds holding
Funds holding: 60 → 70 (+10)
11% more capital invested
Capital invested by funds: $107M → $119M (+$12.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.45M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.05M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.75M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.2M |
| 5 |
Morgan Stanley
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$601K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$245K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$220K |
IBMH Hedge Fund Activity: Q2 2017 in Review
70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2017, worth a combined $119M — up 11% from $107M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMH positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $3.45M. The largest seller was Wells Fargo, cutting an estimated $3.11M.
- 70 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2017, up from 60 in Q1 2017.
- Funds reported $119M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 13 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2017 and 3 closed out, a net change of +10 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $3.45M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $3.11M sold.
Based on aggregated 13F filings for Q2 2017.