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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

IBMH was delisted on the 3rd of September, 2019.

18 hedge funds and large institutions have $16.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

82% more capital invested

Capital invested by funds: $9.25M → $16.8M (+$7.57M)

38% more funds holding

Funds holding: 1318 (+5)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.19M +$2.28M +89,826 +253%
Morgan Stanley
2
Morgan Stanley
New York
$3.12M +$1.28M +50,556 +70%
Jane Street
3
Jane Street
New York
$1.93M +$1.93M +76,046 New
UCFA
4
United Capital Financial Advisors
Texas
$1.65M +$576K +22,703 +54%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.65M +$712K +28,048 +77%
Mariner
6
Mariner
Kansas
$1.18M +$365K +14,395 +45%
NC
7
NewSquare Capital
Pennsylvania
$976K +$32.2K +1,270 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$624K +$277K +10,898 +80%
VCM
9
Vigilant Capital Management
Maine
$487K +$136K +5,350 +39%
LPT
10
Legacy Private Trust
Wisconsin
$361K -$53.5K -2,110 -13%
JP Morgan Chase
11
JP Morgan Chase
New York
$339K -$101K -3,977 -23%
PFM
12
Phillips Financial Management
Indiana
$332K +$331K +13,032 New
ONB
13
Old National Bancorp
Indiana
$314K +$314K +12,354 New
AIA
14
Alerus Investment Advisors
Minnesota
$296K +$186K +7,327 +171%
DC
15
Davenport & Co
Virginia
$277K +$276K +10,880 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$74K +$73.7K +2,906 New
Wells Fargo
17
Wells Fargo
California
$12K +$12.4K +489 New
Ameriprise
18
Ameriprise
Minnesota
$11K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$1.12M -44,061 Closed

IBMH Hedge Fund Activity: Q3 2014 in Review

18 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2014, worth a combined $16.8M — up 82% from $9.25M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMH positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $2.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.

  • 18 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2014, up from 13 in Q2 2014.
  • Funds reported $16.8M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2014, up 82% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2014 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2014 was Bank of America, an estimated $2.28M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2014.