iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
62 hedge funds and large institutions have $137M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 6 reducing their positions, and 4 closing their positions.
567% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $124M → $137M (+$13M)
2% more funds holding
Funds holding: 61 → 62 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.75M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.44M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trust Company
Manhattan,
Kansas
|
-$3.46M |
| 2 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$1.39M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$286K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$269K |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$129K |
IBMI Hedge Fund Activity: Q3 2017 in Review
62 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 Q3 2017, worth a combined $137M — up 10% from $124M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBMI positions and 4 closed out — a net gain of 1 holder — while 40 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $1.79M. The largest seller was Trust Company, cutting an estimated $3.46M.
- 62 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2017, up from 61 in Q2 2017.
- Funds reported $137M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2017, up 10% quarter-over-quarter.
- 5 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2017 and 4 closed out, a net change of +1 holder.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2017 was UBS Group, an estimated $1.79M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2017 was Trust Company, an estimated $3.46M sold.
Based on aggregated 13F filings for Q3 2017.