We are live on ! Find out more
IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

46 hedge funds and large institutions have $72.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $65.3M → $72.8M (+$7.5M)

7% more funds holding

Funds holding: 4346 (+3)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.18M +$671K +26,026 +9%
Bank of America
2
Bank of America
North Carolina
$7.97M +$309K +11,976 +4%
UBS Group
3
UBS Group
Switzerland
$6.73M +$2.02M +78,270 +42%
VCM
4
Vigilant Capital Management
Maine
$5.12M +$122K +4,750 +2%
UCFA
5
United Capital Financial Advisors
Texas
$4.96M +$566K +21,975 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.82M +$743K +28,850 +18%
Morgan Stanley
7
Morgan Stanley
New York
$4.81M +$1.16M +45,065 +32%
LNC
8
Lincoln National Corp
Pennsylvania
$3.32M -$651K -25,271 -16%
TC
9
Trust Company
Kansas
$2.53M +$558K +21,643 +28%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.44M +$629K +24,393 +35%
CIM
11
Confluence Investment Management
Missouri
$2.43M +$518K +20,082 +27%
PFM
12
Phillips Financial Management
Indiana
$1.77M +$560K +21,712 +46%
Mariner
13
Mariner
Kansas
$1.48M +$773 +30 +0.1%
GWA
14
Guidant Wealth Advisors
Illinois
$1.35M +$1.36M +52,599 New
PAG
15
Private Advisor Group
New Jersey
$1.3M +$527K +20,452 +68%
CIC
16
Carnegie Investment Counsel
Ohio
$1.09M -$5.57K -216 -0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$931K -$1.04M -40,413 -53%
DC
18
Davenport & Co
Virginia
$856K +$17.9K +695 +2%
US Bancorp
19
US Bancorp
Minnesota
$832K +$301K +11,693 +56%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$830K -$45.1K -1,750 -5%
ADL
21
Asset Dedication LLC
California
$787K +$229K +8,882 +41%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$772K +$367K +14,230 +90%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$765K +$768K +29,812 New
AF
24
Alerus Financial
North Dakota
$745K +$19K +737 +3%
LPT
25
Legacy Private Trust
Wisconsin
$744K -$30K -1,166 -4%

IBMH Hedge Fund Activity: Q3 2016 in Review

46 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2016, worth a combined $72.8M — up 11% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBMH positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.02M. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 46 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2016, up from 43 in Q2 2016.
  • Funds reported $72.8M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2016, up 11% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2016 and 2 closed out, a net change of +4 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q3 2016 was UBS Group, an estimated $2.02M added.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2016 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2016.