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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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61 hedge funds and large institutions have $124M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $114M → $124M (+$10.7M)

9% more funds holding

Funds holding: 56 → 61 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$4.19M
2
AssetMark Inc
AssetMark Inc
California
+$1.89M
3
Bank of America
Bank of America
North Carolina
+$1.46M
4
US Bancorp
US Bancorp
Minnesota
+$1.46M
5
LIM
Leavell Investment Management
Alabama
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.6M
2
NC
NewSquare Capital
Pennsylvania
-$732K
3
Jane Street
Jane Street
New York
-$636K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$475K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$823K +$449K +17,500 +119%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$822K +$106K +4,145 +15%
DC
28
Davenport & Co
Virginia
$816K +$170K +6,625 +26%
Mariner
29
Mariner
Kansas
$813K +$59.9K +2,335 +8%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$714K -$5.13K -200 -0.7%
Ameriprise
31
Ameriprise
Minnesota
$611K -$256K -9,991 -29%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$593K +$426K +16,589 +251%
TTWM
33
TCV Trust & Wealth Management
Virginia
$579K – – –
CG
34
Colony Group
Massachusetts
$511K +$513K +19,984 New
RFC
35
Regions Financial Corp
Alabama
$500K +$67.9K +2,645 +16%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$478K -$475K -18,518 -50%
IA
37
IFP Advisors
Florida
$439K +$264K +10,269 +149%
GLA
38
Great Lakes Advisors
Illinois
$388K +$79.9K +3,115 +26%
SBL
39
Sargent Bickham Lagudis
Colorado
$387K – – –
CIC
40
Carnegie Investment Counsel
Ohio
$381K +$380K +14,820 New
AFP
41
Ausdal Financial Partners
Iowa
$280K +$281K +10,949 New
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$253K +$3.85K +150 +2%
AWA
43
ARS Wealth Advisors
Florida
$235K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$222K -$4.34K -169 -2%
PFS
45
Prospera Financial Services
Texas
$205K – – –
BCM
46
Brookstone Capital Management
Illinois
$204K -$1.28K -50 -0.6%
VNA
47
Valley National Advisers
Pennsylvania
$175K – – –
NCM
48
New Capital Management
Texas
$163K – – –
AG
49
Advisor Group
Arizona
$94K +$63.9K +2,490 +210%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$79K – – –
1
2
3

IBMI Hedge Fund Activity: Q2 2017 in Review

61 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2017, worth a combined $124M — up 9.4% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMI positions and 4 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.19M. The largest seller was Wells Fargo, cutting an estimated $2.6M.

  • 61 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2017, up from 56 in Q1 2017.
  • Funds reported $124M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2017, up 9.4% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2017 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $4.19M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2017.