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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Delisted

IBMI was delisted on the 1st of September, 2020.

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50 hedge funds and large institutions have $87.8M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $79M → $87.8M (+$8.83M)

11% more funds holding

Funds holding: 45 → 50 (+5)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.54M
2
US Bancorp
US Bancorp
Minnesota
+$3.15M
3
UBS Group
UBS Group
Switzerland
+$1.68M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.05M
5
TTWM
TCV Trust & Wealth Management
Virginia
+$889K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$831K
3
VCM
Vigilant Capital Management
Maine
-$634K
4
Jane Street
Jane Street
New York
-$347K
5
BA
Boston Advisors
Massachusetts
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$596K +$208K +8,159 +53%
LPL Financial
27
LPL Financial
California
$589K +$134K +5,274 +29%
GWA
28
Guidant Wealth Advisors
Illinois
$467K -$24.8K -973 -5%
Mariner
29
Mariner
Kansas
$408K +$103K +4,055 +34%
SBL
30
Sargent Bickham Lagudis
Colorado
$382K – – –
LPT
31
Legacy Private Trust
Wisconsin
$370K -$59.3K -2,330 -14%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$363K +$1.48K +58 +0.4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$238K -$20.4K -802 -8%
AWA
34
ARS Wealth Advisors
Florida
$232K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$226K +$45.2K +1,775 +25%
GLA
36
Great Lakes Advisors
Illinois
$223K +$225K +8,844 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$218K – – –
PFS
38
Prospera Financial Services
Texas
$202K – – –
VNA
39
Valley National Advisers
Pennsylvania
$173K +$174K +6,850 New
IA
40
IFP Advisors
Florida
$138K +$44.5K +1,747 +47%
NCM
41
New Capital Management
Texas
$80K +$81.2K +3,189 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$78K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$68K – – –
AIP
44
Ameritas Investment Partners
Nebraska
$58K +$59.5K +2,335 New
MFS
45
MSI Financial Services
Massachusetts
$52K +$21.9K +860 +72%
PA
46
Parallel Advisors
California
$50K +$50.9K +2,000 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$33.4K +1,312 New
First Manhattan
48
First Manhattan
New York
$9K – – –
BIM
49
BlackRock Investment Management
Delaware
$3K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
– -$5.11M -197,910 Closed
1
2
3

IBMI Hedge Fund Activity: Q4 2016 in Review

50 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2016, worth a combined $87.8M — up 11% from $79M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMI positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.11M sold.

  • 50 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2016, up from 45 in Q3 2016.
  • Funds reported $87.8M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2016, up 11% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $4.54M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2016.