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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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114 hedge funds and large institutions have $221M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

125% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 24

7% more funds holding

Funds holding: 107 → 114 (+7)

6% more capital invested

Capital invested by funds: $207M → $221M (+$13.2M)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.26M
2
NA
NewEdge Advisors
Louisiana
+$2.03M
3
UBS Group
UBS Group
Switzerland
+$1.89M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$1.88M
5
Morgan Stanley
Morgan Stanley
New York
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$2.64M
2
RJA
Raymond James & Associates
Florida
-$1.95M
3
PAG
Private Advisor Group
New Jersey
-$1.41M
4
GA
Gateway Advisory
New Jersey
-$935K
5
CDIA
Capital Directions Investment Advisors
Georgia
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$2.12M +$346K +13,596 +20%
Stifel Financial
27
Stifel Financial
Missouri
$2.06M -$64K -2,515 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.06M +$182K +7,140 +10%
BPWA
29
Beacon Pointe Wealth Advisors
California
$1.99M +$732K +28,795 +58%
GWA
30
Guidant Wealth Advisors
Illinois
$1.92M -$113K -4,447 -6%
SCA
31
Stonebridge Capital Advisors
Minnesota
$1.88M +$1.88M +73,820 New
VNA
32
Valley National Advisers
Pennsylvania
$1.8M +$175K +6,880 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.68M +$460K +18,080 +38%
FPS
34
Fieldpoint Private Securities
Connecticut
$1.66M – – –
FC
35
Ferris Capital
Massachusetts
$1.43M +$511K +20,077 +56%
PWM
36
Paulson Wealth Management
Illinois
$1.32M +$24.6K +967 +2%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$1.16M +$50K +1,965 +5%
FNC
38
First National Corp
Massachusetts
$1.07M +$24K +943 +2%
ADL
39
Asset Dedication LLC
California
$956K +$57.2K +2,249 +6%
RJA
40
Raymond James & Associates
Florida
$953K -$1.95M -76,863 -67%
GPA
41
Guidance Point Advisors
Massachusetts
$900K +$661 +26 +0.1%
CIC
42
Carnegie Investment Counsel
Ohio
$875K – – –
DC
43
Davenport & Co
Virginia
$870K – – –
AWM
44
Altium Wealth Management
New York
$842K +$292K +11,497 +53%
BA
45
Boston Advisors
Massachusetts
$830K -$254 -10 -0%
APP
46
Avantax Planning Partners
Iowa
$829K +$827K +32,503 New
APA
47
American Portfolios Advisors
New York
$757K – – –
RFC
48
Regions Financial Corp
Alabama
$748K -$60.6K -2,384 -8%
CIA
49
Covington Investment Advisors
Pennsylvania
$719K +$107K +4,195 +17%
DP
50
Denver PWM
Colorado
$702K +$21.1K +829 +3%
1
2
3 4 5

IBMI Hedge Fund Activity: Q1 2019 in Review

114 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2019, worth a combined $221M — up 6.4% from $207M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMI positions and 5 closed out — a net gain of 7 holders — while 54 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.26M. The largest seller was AssetMark Inc, cutting an estimated $2.64M.

  • 114 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2019, up from 107 in Q4 2018.
  • Funds reported $221M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2019 and 5 closed out, a net change of +7 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $2.26M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2019.