iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
81 hedge funds and large institutions have $171M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
29% more capital invested
Capital invested by funds: $132M → $171M (+$38.6M)
9% more funds holding
Funds holding: 74 → 81 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$26.7M |
| 2 |
Jane Street
New York
|
+$7.66M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.7M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$2.46M |
| 5 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.91M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$554K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$471K |
| 5 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
-$442K |
IBMH Hedge Fund Activity: Q4 2017 in Review
81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q4 2017, worth a combined $171M — up 29% from $132M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMH positions and 8 closed out — a net gain of 7 holders — while 39 added to existing stakes and 17 trimmed.
The largest buyer was Guidant Wealth Advisors, adding an estimated $26.7M. The largest seller was BB&T Securities, cutting an estimated $5.14M.
- 81 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q4 2017, up from 74 in Q3 2017.
- Funds reported $171M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q4 2017, up 29% quarter-over-quarter.
- 15 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q4 2017 and 8 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $26.7M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.14M sold.
Based on aggregated 13F filings for Q4 2017.