iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
IBMH was delisted on the 3rd of September, 2019.
96 hedge funds and large institutions have $186M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
9% more capital invested
Capital invested by funds: $171M → $186M (+$15.6M)
9% more funds holding
Funds holding: 88 → 96 (+8)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$10.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.19M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.85M |
| 4 |
FPS
Fieldpoint Private Securities
Greenwich,
Connecticut
|
+$1.35M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.16M |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$1.04M |
| 3 |
Bank of New York Mellon
New York
|
-$884K |
| 4 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$850K |
| 5 |
Morgan Stanley
New York
|
-$492K |
IBMH Hedge Fund Activity: Q2 2018 in Review
96 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q2 2018, worth a combined $186M — up 9.1% from $171M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMH positions and 4 closed out — a net gain of 9 holders — while 35 added to existing stakes and 27 trimmed.
The largest buyer was US Bancorp, adding an estimated $10.8M. The largest seller was UBS Group, cutting an estimated $4.16M.
- 96 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q2 2018, up from 88 in Q1 2018.
- Funds reported $186M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q2 2018, up 9.1% quarter-over-quarter.
- 13 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q2 2018 and 4 closed out, a net change of +9 holders.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF buyer in Q2 2018 was US Bancorp, an estimated $10.8M added.
- The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q2 2018 was UBS Group, an estimated $4.16M sold.
Based on aggregated 13F filings for Q2 2018.