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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
AWA
76
ARS Wealth Advisors
Florida
– -$233K -9,175 Closed
LF
77
Lantz Financial
Illinois
– -$229K -8,996 Closed
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
– -$219K -8,600 Closed
BCI
79
Brinker Capital Investments
Pennsylvania
– -$218K -8,557 Closed
PWS
80
Peloton Wealth Strategists
Indiana
– -$216K -8,500 Closed
BCM
81
Brookstone Capital Management
Illinois
– -$210K -8,246 Closed
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$209K -8,168 Closed
MML Investors Services
83
MML Investors Services
Massachusetts
– -$204K -8,038 Closed
PA
84
Parallel Advisors
California
– -$194K -7,615 Closed
AIP
85
Ameritas Investment Partners
Nebraska
– -$156K -6,150 Closed
LF
86
Lee Financial
Texas
– -$156K -6,135 Closed
TF
87
TimeScale Financial
Massachusetts
– -$123K -4,829 Closed
RCAG
88
Rehmann Capital Advisory Group
Michigan
– -$114K -4,473 Closed
MA
89
MCF Advisors
Kentucky
– -$106K -4,156 Closed
TFO
90
Tarbox Family Office
California
– -$99K -3,900 Closed
SWP
91
Strategic Wealth Partners
Ohio
– -$95K -3,756 Closed
NCM
92
New Capital Management
Texas
– -$82K -3,223 Closed
WC
93
Westwind Capital
New Mexico
– -$64K -2,525 Closed
AF
94
Advisornet Financial
Minnesota
– -$59K -2,305 Closed
BWP
95
Baldwin Wealth Partners
Massachusetts
– -$50K -1,970 Closed
AssetMark Inc
96
AssetMark Inc
California
– -$29K -1,151 Closed
MCM
97
MV Capital Management
Maryland
– -$20K -786 Closed
CTC
98
Central Trust Company
Missouri
– -$10K -400 Closed
BlackRock
99
BlackRock
New York
– -$3K -136 Closed
FFW
100
Fusion Family Wealth
New York
– -$3K -102 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.