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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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74 hedge funds and large institutions have $132M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $119M → $132M (+$13M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
42
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
+$3.18M
2
US Bancorp
US Bancorp
Minnesota
+$2.89M
3
LIM
Leavell Investment Management
Alabama
+$1.51M
4
UBS Group
UBS Group
Switzerland
+$1.38M
5
PAG
Private Advisor Group
New Jersey
+$909K

Top Sellers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
-$3.46M
2
LPT
Legacy Private Trust
Wisconsin
-$501K
3
Bank of America
Bank of America
North Carolina
-$364K
4
IA
IFP Advisors
Florida
-$241K
5
OIA
OneDigital Investment Advisors
Kansas
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Boston Advisors
Massachusetts
$801K -$27.6K -1,078 -3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$777K -$14.3K -557 -2%
Ameriprise
28
Ameriprise
Minnesota
$757K +$758K +29,620 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$732K +$147K +5,739 +25%
AF
30
Alerus Financial
North Dakota
$728K -$18.8K -735 -3%
TTWM
31
TCV Trust & Wealth Management
Virginia
$669K -$33.9K -1,325 -5%
Jane Street
32
Jane Street
New York
$668K +$147K +5,764 +28%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$650K +$53.3K +2,084 +9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$554K – – –
VA
35
Valmark Advisers
Ohio
$525K +$85.6K +3,346 +19%
CG
36
Colony Group
Massachusetts
$522K +$12.5K +490 +2%
MIH
37
Madison Investment Holdings
Wisconsin
$475K +$475K +18,563 New
LPT
38
Legacy Private Trust
Wisconsin
$471K -$501K -19,585 -52%
VNA
39
Valley National Advisers
Pennsylvania
$442K – – –
TCM
40
Tradition Capital Management
New Jersey
$442K +$61.4K +2,400 +16%
RJA
41
Raymond James & Associates
Florida
$422K +$423K +16,514 New
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$409K +$205K +8,000 +100%
GLA
43
Great Lakes Advisors
Illinois
$396K +$7.29K +285 +2%
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$348K +$74.9K +2,929 +27%
DP
45
Denver PWM
Colorado
$323K +$325K +12,684 New
TFF
46
The Family Firm
Maryland
$296K +$716 +28 +0.2%
AFP
47
Ausdal Financial Partners
Iowa
$282K +$691 +27 +0.2%
VF
48
Virtu Financial
New York
$266K +$266K +10,402 New
BCM
49
Brookstone Capital Management
Illinois
$260K +$55.9K +2,184 +27%
HB
50
Homrich & Berg
Georgia
$252K +$614 +24 +0.2%
1
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IBMH Hedge Fund Activity: Q3 2017 in Review

74 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 Q3 2017, worth a combined $132M — up 11% from $119M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMH positions and 3 closed out — a net gain of 5 holders — while 42 added to existing stakes and 11 trimmed.

The largest buyer was Vigilant Capital Management, adding an estimated $3.18M. The largest seller was Trust Company, cutting an estimated $3.46M.

  • 74 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2017, up from 70 in Q2 2017.
  • Funds reported $132M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2017 and 3 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2017 was Vigilant Capital Management, an estimated $3.18M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2017 was Trust Company, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2017.