We are live on ! Find out more
IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Delisted

IBMH was delisted on the 3rd of September, 2019.

Back to rankings

74 hedge funds and large institutions have $132M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $119M → $132M (+$13M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
42
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
+$3.18M
2
US Bancorp
US Bancorp
Minnesota
+$2.89M
3
LIM
Leavell Investment Management
Alabama
+$1.51M
4
UBS Group
UBS Group
Switzerland
+$1.38M
5
PAG
Private Advisor Group
New Jersey
+$909K

Top Sellers

Rank Fund Capital Flow
1
TC
Trust Company
Kansas
-$3.46M
2
LPT
Legacy Private Trust
Wisconsin
-$501K
3
Bank of America
Bank of America
North Carolina
-$364K
4
IA
IFP Advisors
Florida
-$241K
5
OIA
OneDigital Investment Advisors
Kansas
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Comerica Securities
Michigan
$247K -$13.4K -525 -5%
AWA
52
ARS Wealth Advisors
Florida
$235K – – –
JP Morgan Chase
53
JP Morgan Chase
New York
$232K +$16.6K +650 +8%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$231K – – –
SCM
55
Southport Capital Management
Tennessee
$220K +$220K +8,607 New
SEI Investments
56
SEI Investments
Pennsylvania
$211K +$200K +7,828 +1,825%
1IA
57
1834 Investment Advisors
Wisconsin
$207K – – –
BCI
58
Brinker Capital Investments
Pennsylvania
$206K – – –
PFS
59
Prospera Financial Services
Texas
$205K – – –
WIC
60
Whitegate Investment Counselors
New Hampshire
$201K +$201K +7,850 New
PA
61
Parallel Advisors
California
$168K +$5.12K +200 +3%
NCM
62
New Capital Management
Texas
$162K +$793 +31 +0.5%
IA
63
IFP Advisors
Florida
$154K -$241K -9,409 -61%
AIP
64
Ameritas Investment Partners
Nebraska
$109K +$62.9K +2,460 +134%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$108K -$104K -4,053 -49%
TFO
66
Tarbox Family Office
California
$100K +$99.8K +3,900 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88K +$57.2K +2,235 +186%
AG
68
Advisor Group
Arizona
$66K +$18.4K +718 +38%
MCM
69
MV Capital Management
Maryland
$20K – – –
TC
70
Trust Company
Kansas
$17K -$3.46M -135,249 -99%
NFG
71
Next Financial Group
Texas
$15K – – –
First Manhattan
72
First Manhattan
New York
$9K – – –
NC
73
NewSquare Capital
Pennsylvania
$7K – – –
BlackRock
74
BlackRock
New York
$3K – – –
OIA
75
OneDigital Investment Advisors
Kansas
– -$212K -8,290 Closed
1 2
3
4

IBMH Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2017, worth a combined $132M — up 11% from $119M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBMH positions and 3 closed out — a net gain of 5 holders — while 42 added to existing stakes and 11 trimmed.

The largest buyer was Vigilant Capital Management, adding an estimated $3.18M. The largest seller was Trust Company, cutting an estimated $3.46M.

  • 74 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2017, up from 70 in Q2 2017.
  • Funds reported $132M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2017 and 3 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2017 was Vigilant Capital Management, an estimated $3.18M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2017 was Trust Company, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2017.