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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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81 hedge funds and large institutions have $171M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

29% more capital invested

Capital invested by funds: $132M → $171M (+$38.6M)

9% more funds holding

Funds holding: 74 → 81 (+7)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
39
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
+$26.7M
2
Jane Street
Jane Street
New York
+$7.66M
3
LNC
Lincoln National Corp
Pennsylvania
+$2.7M
4
VCM
Vigilant Capital Management
Maine
+$2.46M
5
CCG
Chatham Capital Group
Georgia
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$5.14M
2
UBS Group
UBS Group
Switzerland
-$1.91M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$554K
4
LPT
Legacy Private Trust
Wisconsin
-$471K
5
TCM
Tradition Capital Management
New Jersey
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Monument Capital Management
Virginia
$57K +$57.6K +2,264 New
MCM
77
MV Capital Management
Maryland
$20K – – –
TC
78
Trust Company
Kansas
$13K -$4.12K -162 -24%
First Manhattan
79
First Manhattan
New York
$9K – – –
BlackRock
80
BlackRock
New York
$3K – – –
FAAS
81
First Allied Advisory Services
California
$1K +$966 +38 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
– -$554K -21,688 Closed
LPT
83
Legacy Private Trust
Wisconsin
– -$471K -18,424 Closed
TCM
84
Tradition Capital Management
New Jersey
– -$442K -17,300 Closed
SCM
85
Southport Capital Management
Tennessee
– -$220K -8,607 Closed
BCI
86
Brinker Capital Investments
Pennsylvania
– -$206K -8,078 Closed
PFS
87
Prospera Financial Services
Texas
– -$205K -8,000 Closed
NFG
88
Next Financial Group
Texas
– -$15K -580 Closed
NC
89
NewSquare Capital
Pennsylvania
– -$7K -270 Closed
1 2 3
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IBMH Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2017, worth a combined $171M — up 29% from $132M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBMH positions and 8 closed out — a net gain of 7 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $26.7M. The largest seller was BB&T Securities, cutting an estimated $5.14M.

  • 81 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $171M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2017, up 29% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2017 and 8 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $26.7M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.14M sold.

Based on aggregated 13F filings for Q4 2017.