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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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117 hedge funds and large institutions have $198M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 124 → 117 (-7)

14% less capital invested

Capital invested by funds: $230M → $198M (-$31.8M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

38% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 48

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.93M
2
Jane Street
Jane Street
New York
+$4.29M
3
BPA
Beacon Pointe Advisors
California
+$2.42M
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$2.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.97M
2
CIM
Confluence Investment Management
Missouri
-$4.59M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.58M
4
NA
NewEdge Advisors
Louisiana
-$4.42M
5
Bank of America
Bank of America
North Carolina
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$2.41M +$2.42M +94,933 New
FTUS
27
Flow Traders U.S.
New York
$2.4M +$1.15M +45,038 +90%
EWA
28
EP Wealth Advisors
California
$2.15M +$729K +28,581 +51%
Citadel Advisors
29
Citadel Advisors
Florida
$2.07M +$1.76M +68,977 +552%
LF
30
LifeSteps Financial
California
$1.79M +$73.7K +2,890 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.77M -$263K -10,299 -13%
FPS
32
Fieldpoint Private Securities
Connecticut
$1.66M +$12.8K +500 +0.8%
SPA
33
Sentinel Pension Advisors
Massachusetts
$1.51M +$146K +5,709 +11%
PWM
34
Paulson Wealth Management
Illinois
$1.3M -$240K -9,399 -16%
Ameriprise
35
Ameriprise
Minnesota
$1.25M -$488K -19,126 -28%
VNA
36
Valley National Advisers
Pennsylvania
$1.22M -$679K -26,616 -36%
RJA
37
Raymond James & Associates
Florida
$1.22M -$12.5K -492 -1%
FC
38
Ferris Capital
Massachusetts
$1.2M -$233K -9,143 -16%
ANTB
39
AMG National Trust Bank
Colorado
$1.09M – – –
AWM
40
Altium Wealth Management
New York
$982K +$36.5K +1,431 +4%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$976K -$47.6K -1,865 -5%
SPP
42
Single Point Partners
Massachusetts
$953K -$92K -3,607 -9%
CIA
43
Covington Investment Advisors
Pennsylvania
$912K -$26.7K -1,045 -3%
DC
44
Davenport & Co
Virginia
$876K -$1.27K -50 -0.1%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$860K +$35.6K +1,397 +4%
Osaic Holdings
46
Osaic Holdings
Arizona
$830K +$834K +32,715 New
CIC
47
Carnegie Investment Counsel
Ohio
$826K -$37.6K -1,475 -4%
Stifel Financial
48
Stifel Financial
Missouri
$814K -$464K -18,196 -36%
KCM
49
Kathmere Capital Management
Pennsylvania
$796K +$1.71K +67 +0.2%
GPA
50
Guidance Point Advisors
Massachusetts
$782K -$117K -4,605 -13%
1
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IBMI Hedge Fund Activity: Q1 2020 in Review

117 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2020, worth a combined $198M — down 14% from $230M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBMI and 11 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 30 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.93M. The largest seller was HighTower Advisors, cutting an estimated $4.97M.

  • 117 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2020, down from 124 in Q4 2019.
  • Funds reported $198M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2020 and 13 closed out, a net change of -2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $4.93M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2020 was HighTower Advisors, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2020.