iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
50 hedge funds and large institutions have $87.8M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $79M → $87.8M (+$8.83M)
11% more funds holding
Funds holding: 45 → 50 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.54M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$889K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$831K |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$634K |
| 4 |
Jane Street
New York
|
-$347K |
| 5 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$151K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$831K | -32,212 | Closed |
|
|
52
Jane Street
New York
| – | -$347K | -13,453 | Closed |
|
53
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12K | -452 | Closed |
|
IBMI Hedge Fund Activity: Q4 2016 in Review
50 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2016, worth a combined $87.8M — up 11% from $79M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMI positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.11M sold.
- 50 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2016, up from 45 in Q3 2016.
- Funds reported $87.8M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2016, up 11% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $4.54M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2016.