iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
60 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
164% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 11
33% more capital invested
Capital invested by funds: $80.8M → $107M (+$26.5M)
18% more funds holding
Funds holding: 51 → 60 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.12M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.92M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.58M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$436K |
| 2 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$359K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$244K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$243K |
| 5 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $164K | +$10.2K | +400 | +7% |
|
|
NCM
52
New Capital Management
Houston,
Texas
| $161K | +$80.6K | +3,162 | +101% |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $158K | -$40.4K | -1,587 | -20% |
|
|
SEIA
54
Signature Estate & Investment Advisors
Los Angeles,
California
| $140K | +$29.4K | +1,153 | +27% |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $43K | -$38.2K | -1,500 | -47% |
|
|
AG
56
Advisor Group
Phoenix,
Arizona
| $37K | +$37K | +1,451 | New |
|
|
MCM
57
MV Capital Management
Bethesda,
Maryland
| $20K | +$20K | +786 | New |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| $15K | – | – | – |
|
59
First Manhattan
New York
| $9K | – | – | – |
|
60
BlackRock
New York
| $3K | +$3.41K | +134 | New |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$244K | -9,632 | Closed |
|
IBMH Hedge Fund Activity: Q1 2017 in Review
60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q1 2017, worth a combined $107M — up 33% from $80.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMH positions and 1 closed out — a net gain of 11 holders — while 29 added to existing stakes and 11 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.12M. The largest seller was United Capital Financial Advisors, cutting an estimated $436K.
- 60 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q1 2017, up from 51 in Q4 2016.
- Funds reported $107M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q1 2017, up 33% quarter-over-quarter.
- 12 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.12M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q1 2017 was United Capital Financial Advisors, an estimated $436K sold.
Based on aggregated 13F filings for Q1 2017.