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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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107 hedge funds and large institutions have $207M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

18% more funds holding

Funds holding: 91 → 107 (+16)

13% more capital invested

Capital invested by funds: $184M → $207M (+$23.8M)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.81M
2
LPT
Legacy Private Trust
Wisconsin
+$3.98M
3
AssetMark Inc
AssetMark Inc
California
+$2.49M
4
PAG
Private Advisor Group
New Jersey
+$2.04M
5
GWA
Guidant Wealth Advisors
Illinois
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.03M
2
Jane Street
Jane Street
New York
-$3.35M
3
Wells Fargo
Wells Fargo
California
-$3.17M
4
Morgan Stanley
Morgan Stanley
New York
-$936K
5
LNC
Lincoln National Corp
Pennsylvania
-$915K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
26
Guidant Wealth Advisors
Illinois
$2.02M +$2.01M +79,592 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.87M +$1.71M +67,543 +1,092%
Mariner
28
Mariner
Kansas
$1.76M +$183K +7,255 +12%
FPS
29
Fieldpoint Private Securities
Connecticut
$1.65M – – –
VNA
30
Valley National Advisers
Pennsylvania
$1.61M +$1.61M +63,610 New
PWM
31
Paulson Wealth Management
Illinois
$1.29M +$860K +34,046 +203%
BPWA
32
Beacon Pointe Wealth Advisors
California
$1.25M +$1.25M +49,404 New
Ameriprise
33
Ameriprise
Minnesota
$1.21M +$565K +22,346 +88%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$1.11M – – –
FNC
35
First National Corp
Massachusetts
$1.04M +$1.04M +41,023 New
FC
36
Ferris Capital
Massachusetts
$909K +$867K +34,297 +2,229%
ADL
37
Asset Dedication LLC
California
$896K -$49.5K -1,959 -5%
GPA
38
Guidance Point Advisors
Massachusetts
$895K +$892K +35,299 New
CIC
39
Carnegie Investment Counsel
Ohio
$870K -$849K -33,610 -49%
DC
40
Davenport & Co
Virginia
$865K +$42.5K +1,680 +5%
BA
41
Boston Advisors
Massachusetts
$826K -$63.9K -2,528 -7%
RFC
42
Regions Financial Corp
Alabama
$804K +$213K +8,446 +36%
APA
43
American Portfolios Advisors
New York
$753K – – –
TF
44
TLWM Financial
Texas
$684K +$681K +26,951 New
DP
45
Denver PWM
Colorado
$680K +$1.77K +70 +0.3%
CBFP
46
Cedar Brook Financial Partners
Ohio
$676K +$673K +26,631 New
CIA
47
Covington Investment Advisors
Pennsylvania
$609K +$606K +23,995 New
WI
48
WrapManager Inc
California
$589K +$33.5K +1,325 +6%
VA
49
Valmark Advisers
Ohio
$560K +$5.91K +234 +1%
AWM
50
Altium Wealth Management
New York
$546K -$136K -5,373 -20%
1
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IBMI Hedge Fund Activity: Q4 2018 in Review

107 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2018, worth a combined $207M — up 13% from $184M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMI positions and 11 closed out — a net gain of 16 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.81M. The largest seller was UBS Group, cutting an estimated $4.03M.

  • 107 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2018, up from 91 in Q3 2018.
  • Funds reported $207M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2018 and 11 closed out, a net change of +16 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $5.81M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2018 was UBS Group, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2018.