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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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13 hedge funds and large institutions have $9.25M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

145% more capital invested

Capital invested by funds: $3.78M → $9.25M (+$5.47M)

63% more funds holding

Funds holding: 8 → 13 (+5)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M
3
NC
NewSquare Capital
Pennsylvania
+$936K
4
Bank of America
Bank of America
North Carolina
+$868K
5
Mariner
Mariner
Kansas
+$810K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.82M +$1.81M +71,924 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.12M +$1.11M +44,061 New
UCFA
3
United Capital Financial Advisors
Texas
$1.06M +$798K +31,658 +307%
NC
4
NewSquare Capital
Pennsylvania
$940K +$936K +37,115 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$928K +$664K +26,313 +255%
Bank of America
6
Bank of America
North Carolina
$901K +$868K +34,405 +2,958%
Mariner
7
Mariner
Kansas
$813K +$810K +32,113 New
JP Morgan Chase
8
JP Morgan Chase
New York
$438K +$30.6K +1,212 +8%
LPT
9
Legacy Private Trust
Wisconsin
$413K +$411K +16,300 New
VCM
10
Vigilant Capital Management
Maine
$349K +$157K +6,225 +82%
HighTower Advisors
11
HighTower Advisors
Illinois
$345K +$344K +13,629 New
AIA
12
Alerus Investment Advisors
Minnesota
$109K – – –
Ameriprise
13
Ameriprise
Minnesota
$11K +$11K +437 New
Jane Street
14
Jane Street
New York
– -$2.14M -85,508 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$393K -15,682 Closed

IBMH Hedge Fund Activity: Q2 2014 in Review

13 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2014, worth a combined $9.25M — up 145% from $3.78M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMH positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.81M. The largest seller was Jane Street, exiting entirely with an estimated $2.14M sold.

  • 13 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2014, up from 8 in Q1 2014.
  • Funds reported $9.25M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2014, up 145% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2014 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2014 was Morgan Stanley, an estimated $1.81M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2014 was Jane Street, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2014.