iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$3.18M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.89M |
| 3 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.51M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$909K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
-$3.46M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$501K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$364K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$241K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$212K |
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.