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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

IBMI was delisted on the 1st of September, 2020.

1 hedge funds and large institutions have $110K invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 1191 (-118)

100% less capital invested

Capital invested by funds: $201M → $110K (-$201M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 118

Holders
1
Holders Change
-118
Holders Change %
-99.16%
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
118
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
-$2.4M -94,245 Closed
FPS
27
Fieldpoint Private Securities
Connecticut
-$2.08M -81,673 Closed
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
-$1.89M -74,167 Closed
Ameriprise
29
Ameriprise
Minnesota
-$1.36M -53,230 Closed
FC
30
Ferris Capital
Massachusetts
-$1.2M -47,145 Closed
PWM
31
Paulson Wealth Management
Illinois
-$1.14M -44,521 Closed
RJA
32
Raymond James & Associates
Florida
-$1.11M -43,597 Closed
ANTB
33
AMG National Trust Bank
Colorado
-$1.09M -42,975 Closed
VNA
34
Valley National Advisers
Pennsylvania
-$1.05M -41,127 Closed
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
-$1.03M -40,520 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
-$1.02M -40,067 Closed
AWM
37
Altium Wealth Management
New York
-$998K -39,155 Closed
PWM
38
Praetorian Wealth Management
California
-$922K -36,178 Closed
SPP
39
Single Point Partners
Massachusetts
-$909K -35,656 Closed
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
-$906K -35,529 Closed
CIA
41
Covington Investment Advisors
Pennsylvania
-$894K -35,090 Closed
RFC
42
Regions Financial Corp
Alabama
-$888K -34,809 Closed
APA
43
American Portfolios Advisors
New York
-$851K -33,395 Closed
GPA
44
Guidance Point Advisors
Massachusetts
-$822K -32,260 Closed
FNC
45
First National Corp
Massachusetts
-$822K -32,251 Closed
Stifel Financial
46
Stifel Financial
Missouri
-$815K -31,984 Closed
CIC
47
Carnegie Investment Counsel
Ohio
-$815K -31,972 Closed
KCM
48
Kathmere Capital Management
Pennsylvania
-$803K -31,483 Closed
DC
49
Davenport & Co
Virginia
-$787K -30,885 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$782K -30,694 Closed

IBMI Hedge Fund Activity: Q3 2020 in Review

1 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2020, worth a combined $110K — down 100% from $201M a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of IBMI and 0 opened new positions — a net loss of 118 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $25.6M sold.

  • 1 institutional investor held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $110K of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2020, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2020 and 118 closed out, a net change of -118 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2020 was US Bancorp, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2020.