iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
56 hedge funds and large institutions have $114M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 7
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
29% more capital invested
Capital invested by funds: $87.8M → $114M (+$25.9M)
12% more funds holding
Funds holding: 50 → 56 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.11M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.34M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.91M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$596K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$437K |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $65K | +$5.73K | +225 | +10% |
|
|
AG
52
Advisor Group
Phoenix,
Arizona
| $30K | +$30.2K | +1,185 | New |
|
53
First Manhattan
New York
| $9K | – | – | – |
|
54
BlackRock
New York
| $3K | +$3.41K | +134 | New |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $2K | +$2.01K | +79 | New |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$1.04M | -41,211 | Closed |
|
|
VKH
57
Virtu KCG Holdings
New York
| – | -$596K | -23,617 | Closed |
|
|
PFGIA
58
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$33K | -1,312 | Closed |
|
IBMI Hedge Fund Activity: Q1 2017 in Review
56 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2017, worth a combined $114M — up 29% from $87.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMI positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 7 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.11M. The largest seller was Bank of America, cutting an estimated $1.13M.
- 56 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2017, up from 50 in Q4 2016.
- Funds reported $114M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2017, up 29% quarter-over-quarter.
- 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2017 was Gateway Advisory, an estimated $6.11M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2017 was Bank of America, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2017.