iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
51 hedge funds and large institutions have $80.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $72.8M → $80.8M (+$8.04M)
11% more funds holding
Funds holding: 46 → 51 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.99M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.87M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.46M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$765K |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$574K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$546K |
| 5 |
Jane Street
New York
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
51
BlackRock Investment Management
Wilmington,
Delaware
| $3K | – | – | – |
|
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$4.82M | -187,826 | Closed |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$765K | -29,812 | Closed |
|
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$546K | -21,269 | Closed |
|
|
55
Jane Street
New York
| – | -$388K | -15,117 | Closed |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| – | -$13K | -500 | Closed |
|
IBMH Hedge Fund Activity: Q4 2016 in Review
51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2016, worth a combined $80.8M — up 11% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMH positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.99M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.82M sold.
- 51 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2016, up from 46 in Q3 2016.
- Funds reported $80.8M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2016, up 11% quarter-over-quarter.
- 10 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2016 and 5 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $3.99M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2016.