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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Delisted

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

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2 hedge funds and large institutions have $1.04M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 101 → 2 (-99)

99% less capital invested

Capital invested by funds: $180M → $1.04M (-$179M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-99
Holders Change %
-98.02%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$22M
2
MFG
Merit Financial Group
Georgia
-$15.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$9.96M
4
Morgan Stanley
Morgan Stanley
New York
-$8.22M
5
Wells Fargo
Wells Fargo
California
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1
Davenport & Co
Virginia
$978K -$25.2K -990 -3%
ASN
2
Advisory Services Network
Georgia
$61K – – –
US Bancorp
3
US Bancorp
Minnesota
– -$22M -865,350 Closed
MFG
4
Merit Financial Group
Georgia
– -$15.1M -604,602 Closed
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
– -$9.96M -391,371 Closed
Morgan Stanley
6
Morgan Stanley
New York
– -$8.22M -322,960 Closed
Wells Fargo
7
Wells Fargo
California
– -$7.58M -298,051 Closed
Bank of America
8
Bank of America
North Carolina
– -$6.9M -271,276 Closed
GA
9
Gateway Advisory
New Jersey
– -$5.73M -225,088 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
– -$5.65M -222,192 Closed
UCFA
11
United Capital Financial Advisors
Texas
– -$5.59M -219,695 Closed
HighTower Advisors
12
HighTower Advisors
Illinois
– -$5.05M -198,565 Closed
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
– -$4.88M -191,789 Closed
NA
14
NewEdge Advisors
Louisiana
– -$4.48M -176,164 Closed
VNA
15
Valley National Advisers
Pennsylvania
– -$4.14M -162,821 Closed
PAG
16
Private Advisor Group
New Jersey
– -$4.1M -161,277 Closed
IWM
17
IHT Wealth Management
Illinois
– -$4.04M -158,859 Closed
LPL Financial
18
LPL Financial
California
– -$3.96M -155,556 Closed
W
19
Wealthquest
Ohio
– -$3.83M -150,559 Closed
LIM
20
Leavell Investment Management
Alabama
– -$3.66M -143,997 Closed
UBS Group
21
UBS Group
Switzerland
– -$3.24M -127,197 Closed
PFM
22
Phillips Financial Management
Indiana
– -$2.82M -110,819 Closed
CCG
23
Chatham Capital Group
Georgia
– -$2.26M -89,000 Closed
LNC
24
Lincoln National Corp
Pennsylvania
– -$2.23M -87,552 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$2.23M -87,506 Closed
1
2 3 4 5

IBMH Hedge Fund Activity: Q3 2019 in Review

2 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) for Q3 2019, worth a combined $1.04M — down 99% from $180M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of IBMH and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $22M sold.

  • 2 institutional investors held iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) as of Q3 2019, down from 101 in Q2 2019.
  • Funds reported $1.04M of iShares iBonds Sep 2019 Term Muni Bond ETF stock for Q3 2019, down 99% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2019 Term Muni Bond ETF positions in Q3 2019 and 99 closed out, a net change of -99 holders.
  • The largest iShares iBonds Sep 2019 Term Muni Bond ETF seller in Q3 2019 was US Bancorp, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2019.