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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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94 hedge funds and large institutions have $192M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.81M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 96 → 94 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.24M
2
IWM
IHT Wealth Management
Illinois
+$4M
3
AssetMark Inc
AssetMark Inc
California
+$2.63M
4
CIC
Carnegie Investment Counsel
Ohio
+$1.79M
5
LPL Financial
LPL Financial
California
+$965K

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$3.11M
2
ADL
Asset Dedication LLC
California
-$2.16M
3
Jane Street
Jane Street
New York
-$1.85M
4
MHS
M Holdings Securities
Oregon
-$1.42M
5
VF
Virtu Financial
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
26
Fieldpoint Private Securities
Connecticut
$1.35M – – –
PA
27
Prism Advisors
California
$1.13M +$134K +5,298 +13%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
Stifel Financial
29
Stifel Financial
Missouri
$1.01M +$449K +17,678 +80%
DC
30
Davenport & Co
Virginia
$1.01M -$97.1K -3,825 -9%
ADL
31
Asset Dedication LLC
California
$1M -$2.16M -84,986 -68%
MIH
32
Madison Investment Holdings
Wisconsin
$936K +$250K +9,854 +36%
Jane Street
33
Jane Street
New York
$908K -$1.85M -73,015 -67%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$877K -$189K -7,460 -18%
BA
35
Boston Advisors
Massachusetts
$858K +$7.84K +309 +0.9%
VNA
36
Valley National Advisers
Pennsylvania
$855K +$489K +19,275 +133%
APA
37
American Portfolios Advisors
New York
$809K – – –
TTWM
38
TCV Trust & Wealth Management
Virginia
$679K +$2.54K +100 +0.4%
Ameriprise
39
Ameriprise
Minnesota
$659K -$423K -16,669 -39%
AF
40
Alerus Financial
North Dakota
$654K – – –
VA
41
Valmark Advisers
Ohio
$632K -$159K -6,248 -20%
NA
42
NewEdge Advisors
Louisiana
$618K +$103K +4,069 +20%
WI
43
WrapManager Inc
California
$555K – – –
AFP
44
Ausdal Financial Partners
Iowa
$545K +$787 +31 +0.1%
AWM
45
Altium Wealth Management
New York
$520K +$216K +8,530 +71%
EPP
46
ETF Portfolio Partners
Kansas
$510K +$510K +20,106 New
SWP
47
Stratos Wealth Partners
Ohio
$431K +$14.1K +557 +3%
FFW
48
Fusion Family Wealth
New York
$430K +$39.8K +1,570 +10%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$428K -$40.8K -1,606 -9%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$406K – – –
1
2
3 4 5

IBMH Hedge Fund Activity: Q3 2018 in Review

94 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2018, worth a combined $192M — up 3.1% from $186M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMH and 12 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 34 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.24M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $3.11M sold.

  • 94 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2018, down from 96 in Q2 2018.
  • Funds reported $192M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2018 and 14 closed out, a net change of -2 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.24M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2018 was Confluence Investment Management, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2018.