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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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2 hedge funds and large institutions have $1.04M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 101 → 2 (-99)

99% less capital invested

Capital invested by funds: $180M → $1.04M (-$179M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-99
Holders Change %
-98.02%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$22M
2
MFG
Merit Financial Group
Georgia
-$15.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.96M
4
Morgan Stanley
Morgan Stanley
New York
-$8.22M
5
Wells Fargo
Wells Fargo
California
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
26
Beacon Pointe Wealth Advisors
California
– -$1.92M -75,483 Closed
Mariner
27
Mariner
Kansas
– -$1.9M -74,567 Closed
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.86M -72,960 Closed
Stifel Financial
29
Stifel Financial
Missouri
– -$1.56M -61,424 Closed
SCA
30
Stonebridge Capital Advisors
Minnesota
– -$1.55M -61,031 Closed
Jane Street
31
Jane Street
New York
– -$1.45M -56,834 Closed
GWA
32
Guidant Wealth Advisors
Illinois
– -$1.35M -53,278 Closed
FPS
33
Fieldpoint Private Securities
Connecticut
– -$1.35M -53,250 Closed
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
– -$1.35M -52,914 Closed
PA
35
Prism Advisors
California
– -$1.28M -50,290 Closed
FTUS
36
Flow Traders U.S.
New York
– -$1.25M -48,997 Closed
CIC
37
Carnegie Investment Counsel
Ohio
– -$1.12M -44,025 Closed
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
– -$1.04M -40,710 Closed
FNC
39
First National Corp
Massachusetts
– -$987K -38,813 Closed
RJA
40
Raymond James & Associates
Florida
– -$975K -38,345 Closed
PWM
41
Paulson Wealth Management
Illinois
– -$954K -37,504 Closed
ADL
42
Asset Dedication LLC
California
– -$927K -36,346 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
– -$873K -34,301 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$830K -32,615 Closed
APA
45
American Portfolios Advisors
New York
– -$812K -31,915 Closed
VCM
46
Vigilant Capital Management
Maine
– -$712K -27,985 Closed
VA
47
Valmark Advisers
Ohio
– -$706K -27,760 Closed
BA
48
Boston Advisors
Massachusetts
– -$671K -26,395 Closed
GPA
49
Guidance Point Advisors
Massachusetts
– -$611K -24,033 Closed
AF
50
Alerus Financial
North Dakota
– -$601K -23,636 Closed
1
2
3 4 5

IBMH Hedge Fund Activity: Q3 2019 in Review

2 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2019, worth a combined $1.04M — down 99% from $180M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of IBMH and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $22M sold.

  • 2 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2019, down from 101 in Q2 2019.
  • Funds reported $1.04M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2019, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2019 and 99 closed out, a net change of -99 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2019 was US Bancorp, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2019.