iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
88 hedge funds and large institutions have $171M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
9% more funds holding
Funds holding: 81 → 88 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $171M → $171M (-$275K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.72M |
| 2 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$2.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.59M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$1.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$7.36M |
| 2 |
Jane Street
New York
|
-$5.86M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.87M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.58M |
IBMH Hedge Fund Activity: Q1 2018 in Review
88 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q1 2018, worth a combined $171M — down 0.16% from $171M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMH positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 21 trimmed.
The largest buyer was US Bancorp, adding an estimated $3.72M. The largest seller was Vigilant Capital Management, cutting an estimated $7.36M.
- 88 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q1 2018, up from 81 in Q4 2017.
- Funds reported $171M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q1 2018, down 0.16% quarter-over-quarter.
- 12 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q1 2018 and 5 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q1 2018 was US Bancorp, an estimated $3.72M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q1 2018 was Vigilant Capital Management, an estimated $7.36M sold.
Based on aggregated 13F filings for Q1 2018.