iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
61 hedge funds and large institutions have $124M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $114M → $124M (+$10.7M)
9% more funds holding
Funds holding: 56 → 61 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.19M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.46M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.46M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.6M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$732K |
| 3 |
Jane Street
New York
|
-$636K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$475K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $74K | +$9.11K | +355 | +14% |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $67K | – | – | – |
|
53
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $38K | +$38K | +1,482 | New |
|
|
NC
54
NewSquare Capital
Newtown Square,
Pennsylvania
| $23K | -$732K | -28,517 | -97% |
|
55
SEI Investments
Oaks,
Pennsylvania
| $11K | -$78.8K | -3,072 | -88% |
|
56
First Manhattan
New York
| $9K | – | – | – |
|
|
BWA
57
BDO Wealth Advisors
Jacksonville,
Florida
| $9K | +$8.67K | +338 | New |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| $8.61K | +$8.62K | +336 | New |
|
59
BlackRock
New York
| $3K | – | – | – |
|
|
RFM
60
Royal Fund Management
Lady Lake,
Florida
| $2K | +$2.62K | +102 | New |
|
|
61
Jane Street
New York
| – | -$636K | -24,888 | Closed |
|
|
RCAG
62
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$266K | -10,392 | Closed |
|
|
TSS
63
Two Sigma Securities
New York
| – | -$242K | -9,481 | Closed |
|
|
TRCT
64
Tower Research Capital (TRC)
New York
| – | -$2K | -79 | Closed |
|
IBMI Hedge Fund Activity: Q2 2017 in Review
61 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2017, worth a combined $124M — up 9.4% from $114M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMI positions and 4 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $4.19M. The largest seller was Wells Fargo, cutting an estimated $2.6M.
- 61 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2017, up from 56 in Q1 2017.
- Funds reported $124M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2017, up 9.4% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2017 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2017 was HighTower Advisors, an estimated $4.19M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2017 was Wells Fargo, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2017.