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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Delisted

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

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2 hedge funds and large institutions have $1.04M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 101 → 2 (-99)

99% less capital invested

Capital invested by funds: $180M → $1.04M (-$179M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-99
Holders Change %
-98.02%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$22M
2
MFG
Merit Financial Group
Georgia
-$15.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.96M
4
Morgan Stanley
Morgan Stanley
New York
-$8.22M
5
Wells Fargo
Wells Fargo
California
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
– -$582K -22,866 Closed
TF
52
TLWM Financial
Texas
– -$572K -22,494 Closed
GIM
53
Greenwich Investment Management
Connecticut
– -$571K -22,463 Closed
FC
54
Ferris Capital
Massachusetts
– -$564K -22,161 Closed
EPP
55
ETF Portfolio Partners
Kansas
– -$511K -20,106 Closed
AWM
56
Altium Wealth Management
New York
– -$481K -18,898 Closed
SWP
57
Stratos Wealth Partners
Ohio
– -$458K -18,006 Closed
Baird Financial Group
58
Baird Financial Group
Wisconsin
– -$443K -17,403 Closed
LTFS
59
Ladenburg Thalmann Financial Services
Florida
– -$428K -16,822 Closed
CFMC
60
Curbstone Financial Management Corp
New Hampshire
– -$407K -16,000 Closed
IWC
61
Integrated Wealth Concepts
Massachusetts
– -$343K -15,197 Closed
CBFP
62
Cedar Brook Financial Partners
Ohio
– -$349K -13,722 Closed
AFP
63
Ausdal Financial Partners
Iowa
– -$308K -12,123 Closed
TFF
64
The Family Firm
Maryland
– -$300K -11,794 Closed
SSB
65
Sandy Spring Bank
Maryland
– -$298K -11,725 Closed
1IA
66
1834 Investment Advisors
Wisconsin
– -$290K -11,416 Closed
AEPG
67
American Economic Planning Group
New Jersey
– -$289K -11,364 Closed
DP
68
Denver PWM
Colorado
– -$285K -11,208 Closed
WIC
69
Whitegate Investment Counselors
New Hampshire
– -$276K -10,850 Closed
SIC
70
Sigma Investment Counselors
Michigan
– -$256K -10,075 Closed
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
– -$243K -9,557 Closed
AG
72
Advisor Group
Arizona
– -$241K -9,442 Closed
TSS
73
Two Sigma Securities
New York
– -$240K -9,423 Closed
JIP
74
Jaffetilchin Investment Partners
Florida
– -$239K -9,394 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
– -$238K -9,353 Closed
1 2
3
4 5

IBMH Hedge Fund Activity: Q3 2019 in Review

2 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2019, worth a combined $1.04M — down 99% from $180M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of IBMH and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $22M sold.

  • 2 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2019, down from 101 in Q2 2019.
  • Funds reported $1.04M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2019, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2019 and 99 closed out, a net change of -99 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2019 was US Bancorp, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2019.