iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
36 hedge funds and large institutions have $54.1M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
27% more capital invested
Capital invested by funds: $42.6M → $54.1M (+$11.5M)
13% more funds holding
Funds holding: 32 → 36 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.09M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$576K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$551K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.4K |
| 4 |
JP Morgan Chase
New York
|
-$53.5K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$48.3K |
IBMH Hedge Fund Activity: Q4 2015 in Review
36 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2015, worth a combined $54.1M — up 27% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBMH positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.78M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $576K sold.
- 36 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2015, up from 32 in Q3 2015.
- Funds reported $54.1M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 7 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2015 and 2 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2015 was Wells Fargo, an estimated $2.78M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $576K sold.
Based on aggregated 13F filings for Q4 2015.