iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
101 hedge funds and large institutions have $181M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
7% more funds holding
Funds holding: 94 → 101 (+7)
5% less capital invested
Capital invested by funds: $192M → $181M (-$10.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$3.85M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.86M |
| 4 |
AssetMark Inc
Concord,
California
|
+$2.48M |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$31.2M |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$1.79M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$1.24M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$936K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$862K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $2K | -$1.75K | -69 | -48% |
|
|
NA
102
NewEdge Advisors
New Orleans,
Louisiana
| $1.61K | +$991K | +39,097 | +160% |
|
|
MIH
103
Madison Investment Holdings
Madison,
Wisconsin
| – | -$936K | -36,915 | Closed |
|
|
WI
104
WrapManager Inc
Mill Valley,
California
| – | -$555K | -21,905 | Closed |
|
|
CG
105
Colony Group
Boston,
Massachusetts
| – | -$352K | -13,893 | Closed |
|
|
JSA
106
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| – | -$218K | -8,584 | Closed |
|
|
AEPG
107
American Economic Planning Group
Warren,
New Jersey
| – | -$215K | -8,480 | Closed |
|
|
CMBA
108
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$60K | -2,360 | Closed |
|
|
RCAG
109
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$58.7K | -2,316 | Closed |
|
|
NFG
110
Next Financial Group
Houston,
Texas
| – | -$15K | -580 | Closed |
|
|
CAG
111
Csenge Advisory Group
Clearwater,
Florida
| – | -$4K | -190 | Closed |
|
|
TC
112
Trust Company
Manhattan,
Kansas
| – | -$4K | -150 | Closed |
|
IBMH Hedge Fund Activity: Q4 2018 in Review
101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2018, worth a combined $181M — down 5.5% from $192M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBMH positions and 10 closed out — a net gain of 7 holders — while 37 added to existing stakes and 26 trimmed.
The largest buyer was Valley National Advisers, adding an estimated $3.85M. The largest seller was Guidant Wealth Advisors, cutting an estimated $31.2M.
- 101 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2018, up from 94 in Q3 2018.
- Funds reported $181M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2018, down 5.5% quarter-over-quarter.
- 17 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2018 and 10 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2018 was Valley National Advisers, an estimated $3.85M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2018 was Guidant Wealth Advisors, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2018.