iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
33 hedge funds and large institutions have $37.1M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 2
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
32% more capital invested
Capital invested by funds: $28.2M → $37.1M (+$8.91M)
18% more funds holding
Funds holding: 28 → 33 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.34M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$1.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$892K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.78M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$112K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$5.73K |
IBMH Hedge Fund Activity: Q2 2015 in Review
33 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2015, worth a combined $37.1M — up 32% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMH positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.8M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.78M sold.
- 33 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2015, up from 28 in Q1 2015.
- Funds reported $37.1M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2015, up 32% quarter-over-quarter.
- 7 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2015 and 1 closed out, a net change of +6 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $1.8M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2015 was Virtu KCG Holdings, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2015.