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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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124 hedge funds and large institutions have $230M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more capital invested

Capital invested by funds: $215M → $230M (+$15M)

7% more funds holding

Funds holding: 116 → 124 (+8)

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$4.59M
2
EC
Estate Counselors
Wisconsin
+$2.8M
3
Bank of America
Bank of America
North Carolina
+$2.18M
4
EWA
EP Wealth Advisors
California
+$1.43M
5
Wells Fargo
Wells Fargo
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$664K
2
UBS Group
UBS Group
Switzerland
-$611K
3
WI
WrapManager Inc
California
-$547K
4
PAG
Private Advisor Group
New Jersey
-$493K
5
US Bancorp
US Bancorp
Minnesota
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Stonebridge Capital Advisors
Minnesota
$2.29M +$110K +4,303 +5%
BPWA
27
Beacon Pointe Wealth Advisors
California
$2.23M +$92.3K +3,616 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.04M -$67.8K -2,654 -3%
VNA
29
Valley National Advisers
Pennsylvania
$1.9M +$154K +6,045 +9%
Ameriprise
30
Ameriprise
Minnesota
$1.74M +$61.5K +2,408 +4%
LF
31
LifeSteps Financial
California
$1.73M +$1.73M +67,582 New
FPS
32
Fieldpoint Private Securities
Connecticut
$1.66M – – –
PWM
33
Paulson Wealth Management
Illinois
$1.54M -$170K -6,640 -10%
FC
34
Ferris Capital
Massachusetts
$1.44M -$312K -12,219 -18%
EWA
35
EP Wealth Advisors
California
$1.43M +$1.43M +55,951 New
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.37M +$1.37M +53,698 New
Stifel Financial
37
Stifel Financial
Missouri
$1.28M -$5.54K -217 -0.4%
FTUS
38
Flow Traders U.S.
New York
$1.27M -$664K -25,983 -34%
RJA
39
Raymond James & Associates
Florida
$1.24M +$315K +12,346 +34%
ANTB
40
AMG National Trust Bank
Colorado
$1.1M – – –
SPP
41
Single Point Partners
Massachusetts
$1.05M +$1.05M +41,166 New
FNC
42
First National Corp
Massachusetts
$1.03M -$42K -1,645 -4%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
AWM
44
Altium Wealth Management
New York
$951K -$134K -5,260 -12%
CIA
45
Covington Investment Advisors
Pennsylvania
$943K +$197K +7,715 +26%
GPA
46
Guidance Point Advisors
Massachusetts
$904K +$1.38K +54 +0.2%
DC
47
Davenport & Co
Virginia
$883K +$12.3K +480 +1%
APP
48
Avantax Planning Partners
Iowa
$878K +$13.5K +528 +2%
CIC
49
Carnegie Investment Counsel
Ohio
$868K -$2.55K -100 -0.3%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$830K +$251K +9,825 +43%
1
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IBMI Hedge Fund Activity: Q4 2019 in Review

124 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2019, worth a combined $230M — up 7% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBMI positions and 9 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $4.59M. The largest seller was Flow Traders U.S., cutting an estimated $664K.

  • 124 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $230M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2019 and 9 closed out, a net change of +11 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $4.59M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $664K sold.

Based on aggregated 13F filings for Q4 2019.