iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
44 hedge funds and large institutions have $68M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
28% more capital invested
Capital invested by funds: $53.1M → $68M (+$14.9M)
16% more funds holding
Funds holding: 38 → 44 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$4.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.75M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.65M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.33M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$503K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$499K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$433K |
| 5 |
LPL Financial
San Diego,
California
|
-$136K |
IBMI Hedge Fund Activity: Q2 2016 in Review
44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2016, worth a combined $68M — up 28% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBMI positions and 1 closed out — a net gain of 7 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $4.56M. The largest seller was Jane Street, cutting an estimated $1.07M.
- 44 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2016, up from 38 in Q1 2016.
- Funds reported $68M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2016, up 28% quarter-over-quarter.
- 8 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2016 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2016 was Signature Estate & Investment Advisors, an estimated $4.56M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2016 was Jane Street, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2016.