iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
75 hedge funds and large institutions have $150M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
113% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 16
21% more funds holding
Funds holding: 62 → 75 (+13)
9% more capital invested
Capital invested by funds: $137M → $150M (+$12.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.67M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.45M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.39M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.21M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$946K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.38M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$722K |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$416K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$289K |
IBMI Hedge Fund Activity: Q4 2017 in Review
75 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2017, worth a combined $150M — up 9.1% from $137M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBMI positions and 3 closed out — a net gain of 13 holders — while 34 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $6.67M. The largest seller was BB&T Securities, cutting an estimated $5.13M.
- 75 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2017, up from 62 in Q3 2017.
- Funds reported $150M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2017, up 9.1% quarter-over-quarter.
- 16 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2017 and 3 closed out, a net change of +13 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2017 was Jane Street, an estimated $6.67M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2017 was BB&T Securities, an estimated $5.13M sold.
Based on aggregated 13F filings for Q4 2017.