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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

21 hedge funds and large institutions have $18.4M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more funds holding

Funds holding: 1821 (+3)

9% more capital invested

Capital invested by funds: $16.8M → $18.4M (+$1.56M)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
3
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
$4.34M +$1.16M +45,623 +36%
UCFA
2
United Capital Financial Advisors
Texas
$1.93M +$286K +11,226 +17%
UBS Group
3
UBS Group
Switzerland
$1.81M +$1.81M +71,104 New
Morgan Stanley
4
Morgan Stanley
New York
$1.67M -$1.45M -56,929 -46%
Mariner
5
Mariner
Kansas
$1.13M -$47K -1,848 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.05M +$425K +16,700 +68%
VCM
7
Vigilant Capital Management
Maine
$982K +$497K +19,535 +102%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$970K +$899K +35,302 +1,215%
NC
9
NewSquare Capital
Pennsylvania
$672K -$304K -11,940 -31%
Wells Fargo
10
Wells Fargo
California
$635K +$624K +24,501 +5,010%
DC
11
Davenport & Co
Virginia
$550K +$274K +10,775 +99%
CG
12
Colony Group
Massachusetts
$403K +$403K +15,850 New
PFM
13
Phillips Financial Management
Indiana
$397K +$65.5K +2,575 +20%
LPT
14
Legacy Private Trust
Wisconsin
$360K
JP Morgan Chase
15
JP Morgan Chase
New York
$344K +$5.6K +220 +2%
ONB
16
Old National Bancorp
Indiana
$314K
AIA
17
Alerus Investment Advisors
Minnesota
$295K
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$277K +$277K +10,895 New
LNC
19
Lincoln National Corp
Pennsylvania
$224K +$225K +8,823 New
MFS
20
MSI Financial Services
Massachusetts
$18K +$17.8K +700 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$11K +$11.1K +437 New
Jane Street
22
Jane Street
New York
-$1.93M -76,046 Closed
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$1.65M -64,685 Closed
Ameriprise
24
Ameriprise
Minnesota
-$11K -437 Closed

IBMH Hedge Fund Activity: Q4 2014 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2014, worth a combined $18.4M — up 9.3% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMH positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $1.16M. The largest seller was Jane Street, exiting entirely with an estimated $1.93M sold.

  • 21 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2014, up from 18 in Q3 2014.
  • Funds reported $18.4M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2014, up 9.3% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2014 and 3 closed out, a net change of +3 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2014 was Bank of America, an estimated $1.16M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2014 was Jane Street, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2014.