iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
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.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 101 → 104 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.93M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.04M |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$1.46M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$966K |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$9.71M |
| 2 |
Morgan Stanley
New York
|
-$4.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.76M |
| 4 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$2.36M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
101
Strategic Wealth Partners
Independence,
Ohio
| $45K | +$25.4K | +1,000 | +127% |
|
|
CTC
102
Central Trust Company
Jefferson City,
Missouri
| $20K | -$5.08K | -200 | -20% |
|
|
MCM
103
MV Capital Management
Bethesda,
Maryland
| $20K | – | – | – |
|
104
BlackRock
New York
| $10K | -$1.07K | -42 | -10% |
|
105
Fidelity Investments
Boston,
Massachusetts
| $1K | -$457 | -18 | -24% |
|
|
WTB
106
Washington Trust Bank
Spokane,
Washington
| – | -$2.36M | -92,952 | Closed |
|
|
CS
107
Comerica Securities
Detroit,
Michigan
| – | -$263K | -10,349 | Closed |
|
108
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$241K | -9,508 | Closed |
|
|
AIC
109
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$156K | -6,150 | Closed |
|
|
IA
110
IFP Advisors
Tampa,
Florida
| – | -$105K | -4,132 | Closed |
|
|
W
111
WealthOne
Albany,
New York
| – | -$24K | -956 | Closed |
|
112
First Manhattan
New York
| – | -$9K | -371 | Closed |
|
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.