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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
TSS
76
Two Sigma Securities
New York
$240K +$239K +9,425 New
JP Morgan Chase
77
JP Morgan Chase
New York
$238K -$7.49K -295 -3%
JIP
78
Jaffetilchin Investment Partners
Florida
$238K +$432 +17 +0.2%
FTUS
79
Flow Traders U.S.
New York
$235K +$234K +9,227 New
AWA
80
ARS Wealth Advisors
Florida
$234K
LF
81
Lantz Financial
Illinois
$229K +$229K +8,996 New
AssetMark Inc
82
AssetMark Inc
California
$228K -$9.71M -382,113 -98%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K +$25 +1 +0%
BCM
84
Brookstone Capital Management
Illinois
$221K +$4.37K +172 +2%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$9.98K -393 -4%
OIA
86
OneDigital Investment Advisors
Kansas
$211K
FFW
87
Fusion Family Wealth
New York
$209K -$212K -8,351 -50%
MML Investors Services
88
MML Investors Services
Massachusetts
$202K +$202K +7,935 New
PA
89
Parallel Advisors
California
$194K
WF
90
WealthTrust Fairport
Ohio
$175K
RFC
91
Regions Financial Corp
Alabama
$163K -$76.6K -3,014 -32%
AIP
92
Ameritas Investment Partners
Nebraska
$156K
LF
93
Lee Financial
Texas
$156K
MA
94
MCF Advisors
Kentucky
$119K -$8.94K -352 -7%
TFO
95
Tarbox Family Office
California
$99K
RCAG
96
Rehmann Capital Advisory Group
Michigan
$80.7K +$80.6K +3,171 New
CA
97
Cetera Advisors
Colorado
$75K +$74.9K +2,950 New
AF
98
Advisornet Financial
Minnesota
$59K +$7.62K +300 +15%
ASN
99
Advisory Services Network
Georgia
$51K +$102 +4 +0.2%
BWP
100
Baldwin Wealth Partners
Massachusetts
$50K

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.