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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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119 hedge funds and large institutions have $201M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 117 → 119 (+2)

2% more capital invested

Capital invested by funds: $198M → $201M (+$2.99M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$4.7M
3
Morgan Stanley
Morgan Stanley
New York
+$829K
4
DADC
D.A. Davidson & Co
Montana
+$756K
5
Truist Financial
Truist Financial
North Carolina
+$639K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.91M
2
FFW
Fusion Family Wealth
New York
-$3.8M
3
EWA
EP Wealth Advisors
California
-$2.15M
4
FTUS
Flow Traders U.S.
New York
-$2.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$2.09M -$2.15M -84,532 Closed
FPS
27
Fieldpoint Private Securities
Connecticut
$2.08M +$412K +16,173 +25%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.89M +$113K +4,431 +6%
Ameriprise
29
Ameriprise
Minnesota
$1.36M +$107K +4,214 +9%
FC
30
Ferris Capital
Massachusetts
$1.2M +$484 +19 +0%
PWM
31
Paulson Wealth Management
Illinois
$1.14M -$167K -6,568 -13%
RJA
32
Raymond James & Associates
Florida
$1.11M -$111K -4,348 -9%
ANTB
33
AMG National Trust Bank
Colorado
$1.09M – – –
VNA
34
Valley National Advisers
Pennsylvania
$1.05M -$174K -6,812 -14%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$1.03M +$52.5K +2,060 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.02M -$3.91M -153,417 -79%
AWM
37
Altium Wealth Management
New York
$998K +$11.5K +450 +1%
PWM
38
Praetorian Wealth Management
California
$922K +$922K +36,178 New
SPP
39
Single Point Partners
Massachusetts
$909K -$48.5K -1,903 -5%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$906K +$41.5K +1,628 +5%
CIA
41
Covington Investment Advisors
Pennsylvania
$894K -$21.9K -860 -2%
RFC
42
Regions Financial Corp
Alabama
$888K +$102K +4,009 +13%
APA
43
American Portfolios Advisors
New York
$851K +$70.1K +2,750 +9%
FNC
44
First National Corp
Massachusetts
$822K -$206K -8,070 -20%
GPA
45
Guidance Point Advisors
Massachusetts
$822K +$35.8K +1,406 +5%
CIC
46
Carnegie Investment Counsel
Ohio
$815K -$14.7K -578 -2%
Stifel Financial
47
Stifel Financial
Missouri
$815K – – –
KCM
48
Kathmere Capital Management
Pennsylvania
$803K +$2.65K +104 +0.3%
DC
49
Davenport & Co
Virginia
$787K -$93K -3,650 -11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$782K – – –
1
2
3 4 5

IBMI Hedge Fund Activity: Q2 2020 in Review

119 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2020, worth a combined $201M — up 1.5% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMI positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 43 trimmed.

The largest buyer was US Bancorp, adding an estimated $12.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.91M.

  • 119 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2020, up from 117 in Q1 2020.
  • Funds reported $201M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2020 and 11 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $12.7M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q2 2020.