We are live on ! Find out more
IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $172M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 101104 (+3)

5% less capital invested

Capital invested by funds: $181M → $172M (-$9.42M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPP
51
ETF Portfolio Partners
Kansas
$512K
FC
52
Ferris Capital
Massachusetts
$488K +$322K +12,658 +195%
AWM
53
Alterna Wealth Management
Texas
$486K +$220K +8,672 +83%
GIM
54
Greenwich Investment Management
Connecticut
$475K -$102K -4,000 -18%
SWP
55
Stratos Wealth Partners
Ohio
$458K +$127 +5 +0%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$426K -$70.2K -2,765 -14%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$426K -$20.3K -800 -5%
TTWM
58
TCV Trust & Wealth Management
Virginia
$412K -$152K -6,000 -27%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$407K
VCM
60
Vivaldi Capital Management
Illinois
$406K -$71.2K -2,802 -15%
CBFP
61
Cedar Brook Financial Partners
Ohio
$349K -$49K -1,929 -12%
NCM
62
New Capital Management
Texas
$332K +$45.3K +1,783 +148%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$316K -$3.05K -120 -1%
AG
64
Advisor Group
Arizona
$309K +$4.57K +180 +2%
IWC
65
Integrated Wealth Concepts
Massachusetts
$309K +$42.7K +1,681 +16%
AFP
66
Ausdal Financial Partners
Iowa
$307K +$10.3K +406 +3%
SIC
67
Sigma Investment Counselors
Michigan
$302K +$33K +1,300 +12%
TFF
68
The Family Firm
Maryland
$299K +$559 +22 +0.2%
AEPG
69
American Economic Planning Group
New Jersey
$289K +$289K +11,358 New
1IA
70
1834 Investment Advisors
Wisconsin
$286K +$3.05K +120 +1%
DP
71
Denver PWM
Colorado
$283K -$25.6K -1,006 -8%
SSB
72
Sandy Spring Bank
Maryland
$283K +$97.2K +3,825 +52%
Luther King Capital Management (LKCM)
73
Luther King Capital Management (LKCM)
Texas
$277K
WIC
74
Whitegate Investment Counselors
New Hampshire
$276K +$15.2K +600 +6%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$241K -$42K -1,655 -15%

IBMH Hedge Fund Activity: Q1 2019 in Review

104 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q1 2019, worth a combined $172M — down 5.2% from $181M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMH positions and 7 closed out — a net gain of 3 holders — while 35 added to existing stakes and 41 trimmed.

The largest buyer was Jane Street, adding an estimated $6.93M. The largest seller was AssetMark Inc, cutting an estimated $9.71M.

  • 104 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $172M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q1 2019, down 5.2% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q1 2019 and 7 closed out, a net change of +3 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $6.93M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $9.71M sold.

Based on aggregated 13F filings for Q1 2019.