iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
43 hedge funds and large institutions have $65.3M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 42 → 43 (+1)
1% more capital invested
Capital invested by funds: $64.3M → $65.3M (+$950K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.22M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 3 |
Morgan Stanley
New York
|
-$1.03M |
| 4 |
Jane Street
New York
|
-$576K |
| 5 |
LPL Financial
San Diego,
California
|
-$474K |
IBMH Hedge Fund Activity: Q2 2016 in Review
43 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2016, worth a combined $65.3M — up 1.5% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBMH positions and 4 closed out — a net gain of 2 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.4M. The largest seller was HighTower Advisors, cutting an estimated $4.32M.
- 43 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2016, up from 42 in Q1 2016.
- Funds reported $65.3M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2016, up 1.5% quarter-over-quarter.
- 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2016 and 4 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2016 was Raymond James Financial Services Advisors, an estimated $1.4M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2016 was HighTower Advisors, an estimated $4.32M sold.
Based on aggregated 13F filings for Q2 2016.