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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
AWA
76
ARS Wealth Advisors
Florida
$233K
LF
77
Lantz Financial
Illinois
$229K
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$219K
BCI
79
Brinker Capital Investments
Pennsylvania
$218K +$218K +8,557 New
PWS
80
Peloton Wealth Strategists
Indiana
$216K +$216K +8,500 New
BCM
81
Brookstone Capital Management
Illinois
$210K -$11.2K -441 -5%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$209K -$20.2K -796 -9%
MML Investors Services
83
MML Investors Services
Massachusetts
$204K +$2.62K +103 +1%
PA
84
Parallel Advisors
California
$194K
AIP
85
Ameritas Investment Partners
Nebraska
$156K
LF
86
Lee Financial
Texas
$156K
TF
87
TimeScale Financial
Massachusetts
$123K +$123K +4,829 New
RCAG
88
Rehmann Capital Advisory Group
Michigan
$114K +$33.1K +1,302 +41%
MA
89
MCF Advisors
Kentucky
$106K -$12.8K -503 -11%
TFO
90
Tarbox Family Office
California
$99K
SWP
91
Strategic Wealth Partners
Ohio
$95K +$50K +1,967 +110%
NCM
92
New Capital Management
Texas
$82K +$6.03K +237 +8%
WC
93
Westwind Capital
New Mexico
$64K +$64.2K +2,525 New
ASN
94
Advisory Services Network
Georgia
$61K +$10.3K +406 +20%
AF
95
Advisornet Financial
Minnesota
$59K
BWP
96
Baldwin Wealth Partners
Massachusetts
$50K
AssetMark Inc
97
AssetMark Inc
California
$29K -$199K -7,808 -87%
MCM
98
MV Capital Management
Maryland
$20K
CTC
99
Central Trust Company
Missouri
$10K -$10.2K -400 -50%
FFW
100
Fusion Family Wealth
New York
$3K -$206K -8,103 -99%

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.