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.

101 hedge funds and large institutions have $180M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $172M → $180M (+$8.17M)

3% less funds holding

Funds holding: 104101 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
41
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
TLWM Financial
Texas
$572K
GIM
52
Greenwich Investment Management
Connecticut
$571K +$96.6K +3,800 +20%
FC
53
Ferris Capital
Massachusetts
$564K +$76.4K +3,004 +16%
EPP
54
ETF Portfolio Partners
Kansas
$511K
AWM
55
Altium Wealth Management
New York
$481K -$188K -7,411 -28%
SWP
56
Stratos Wealth Partners
Ohio
$458K +$203 +8 +0%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$443K +$16.9K +665 +4%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$428K +$1.58K +62 +0.4%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$407K
CBFP
60
Cedar Brook Financial Partners
Ohio
$349K +$458 +18 +0.1%
IWC
61
Integrated Wealth Concepts
Massachusetts
$343K +$77.6K +3,052 +25%
AFP
62
Ausdal Financial Partners
Iowa
$308K +$1.27K +50 +0.4%
TFF
63
The Family Firm
Maryland
$300K +$941 +37 +0.3%
SSB
64
Sandy Spring Bank
Maryland
$298K +$15.1K +595 +5%
1IA
65
1834 Investment Advisors
Wisconsin
$290K +$4.58K +180 +2%
AEPG
66
American Economic Planning Group
New Jersey
$289K +$153 +6 +0.1%
DP
67
Denver PWM
Colorado
$285K +$1.42K +56 +0.5%
WIC
68
Whitegate Investment Counselors
New Hampshire
$276K
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$269K
SIC
70
Sigma Investment Counselors
Michigan
$256K -$45.8K -1,800 -15%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$243K -$72.3K -2,845 -23%
AG
72
Advisor Group
Arizona
$241K -$68.6K -2,699 -22%
TSS
73
Two Sigma Securities
New York
$240K -$51 -2 -0%
JIP
74
Jaffetilchin Investment Partners
Florida
$239K +$737 +29 +0.3%
JP Morgan Chase
75
JP Morgan Chase
New York
$238K

IBMH Hedge Fund Activity: Q2 2019 in Review

101 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2019, worth a combined $180M — up 4.8% from $172M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IBMH and 5 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $15.4M. The largest seller was Jane Street, cutting an estimated $5.87M.

  • 101 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2019, down from 104 in Q1 2019.
  • Funds reported $180M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2019, up 4.8% quarter-over-quarter.
  • 5 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2019 and 7 closed out, a net change of -2 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2019 was Merit Financial Group, an estimated $15.4M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $5.87M sold.

Based on aggregated 13F filings for Q2 2019.