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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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101 hedge funds and large institutions have $181M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

7% more funds holding

Funds holding: 94 → 101 (+7)

5% less capital invested

Capital invested by funds: $192M → $181M (-$10.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNA
Valley National Advisers
Pennsylvania
+$3.85M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.38M
3
Bank of America
Bank of America
North Carolina
+$2.86M
4
AssetMark Inc
AssetMark Inc
California
+$2.48M
5
WTB
Washington Trust Bank
Washington
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
-$31.2M
2
CIC
Carnegie Investment Counsel
Ohio
-$1.79M
3
VCM
Vigilant Capital Management
Maine
-$1.24M
4
MIH
Madison Investment Holdings
Wisconsin
-$936K
5
LNC
Lincoln National Corp
Pennsylvania
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$1.52M -$31.2M -1,231,952 -95%
Stifel Financial
27
Stifel Financial
Missouri
$1.51M +$498K +19,640 +49%
FPS
28
Fieldpoint Private Securities
Connecticut
$1.35M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.11M +43,948 +568%
BPWA
30
Beacon Pointe Wealth Advisors
California
$1.28M +$1.28M +50,577 New
PA
31
Prism Advisors
California
$1.28M +$140K +5,542 +12%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
CIC
33
Carnegie Investment Counsel
Ohio
$1.12M -$1.79M -70,682 -62%
DC
34
Davenport & Co
Virginia
$1.04M +$28.1K +1,110 +3%
FNC
35
First National Corp
Massachusetts
$1.01M +$1.01M +39,988 New
ADL
36
Asset Dedication LLC
California
$924K -$80.5K -3,175 -8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$874K -$4.03K -159 -0.5%
PWM
38
Paulson Wealth Management
Illinois
$818K +$504K +19,900 +162%
APA
39
American Portfolios Advisors
New York
$810K – – –
VCM
40
Vigilant Capital Management
Maine
$775K -$1.24M -48,995 -62%
BA
41
Boston Advisors
Massachusetts
$758K -$101K -3,975 -12%
Ameriprise
42
Ameriprise
Minnesota
$730K +$69.9K +2,758 +11%
AF
43
Alerus Financial
North Dakota
$655K – – –
VA
44
Valmark Advisers
Ohio
$652K +$18.8K +742 +3%
GPA
45
Guidance Point Advisors
Massachusetts
$608K +$608K +23,972 New
GIM
46
Greenwich Investment Management
Connecticut
$575K +$575K +22,663 New
TF
47
TLWM Financial
Texas
$571K +$570K +22,494 New
TTWM
48
TCV Trust & Wealth Management
Virginia
$563K -$117K -4,600 -17%
EPP
49
ETF Portfolio Partners
Kansas
$510K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$496K +$312K +12,288 +170%
1
2
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IBMH Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2018, worth a combined $181M — down 5.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMH positions and 10 closed out — a net gain of 7 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was Valley National Advisers, adding an estimated $3.85M. The largest seller was Guidant Wealth Advisors, cutting an estimated $31.2M.

  • 101 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2018, up from 94 in Q3 2018.
  • Funds reported $181M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2018, down 5.5% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2018 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2018 was Valley National Advisers, an estimated $3.85M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2018 was Guidant Wealth Advisors, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2018.