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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Delisted

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

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91 hedge funds and large institutions have $184M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $169M → $184M (+$14.3M)

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.31M
2
Jane Street
Jane Street
New York
+$3.02M
3
AssetMark Inc
AssetMark Inc
California
+$2.56M
4
Bank of America
Bank of America
North Carolina
+$1.97M
5
RJA
Raymond James & Associates
Florida
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.31M
2
ADL
Asset Dedication LLC
California
-$2.08M
3
MHS
M Holdings Securities
Oregon
-$1.42M
4
VCM
Vigilant Capital Management
Maine
-$621K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$417K +$31.9K +1,258 +8%
SBL
52
Sargent Bickham Lagudis
Colorado
$382K – – –
CG
53
Colony Group
Massachusetts
$352K -$2.66K -105 -0.7%
MIH
54
Madison Investment Holdings
Wisconsin
$338K +$340K +13,401 New
MML Investors Services
55
MML Investors Services
Massachusetts
$309K +$5.1K +201 +2%
JP Morgan Chase
56
JP Morgan Chase
New York
$300K +$4.57K +180 +2%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$288K -$335K -13,219 Closed
AEPG
58
American Economic Planning Group
New Jersey
$263K +$634 +25 +0.2%
AG
59
Advisor Group
Arizona
$254K +$49.5K +1,953 +24%
1IA
60
1834 Investment Advisors
Wisconsin
$248K – – –
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$240K -$602K -23,729 -71%
AAM
62
Autus Asset Management
Arizona
$240K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$236K +$4.31K +170 +2%
JIP
64
Jaffetilchin Investment Partners
Florida
$235K +$236K +9,315 New
AWA
65
ARS Wealth Advisors
Florida
$232K – – –
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$222K +$16K +631 +8%
IA
67
Independence Advisors
Pennsylvania
$208K – – –
SSB
68
Sandy Spring Bank
Maryland
$208K +$63.3K +2,495 +44%
OIA
69
OneDigital Investment Advisors
Kansas
$206K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$164K – – –
IA
71
IFP Advisors
Florida
$159K +$56.7K +2,234 +55%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$156K -$79.9K -3,148 -34%
LF
73
Lee Financial
Texas
$155K – – –
MA
74
MCF Advisors
Kentucky
$148K +$152 +6 +0.1%
PA
75
Parallel Advisors
California
$104K +$22.9K +904 +28%
1 2
3
4 5

IBMI Hedge Fund Activity: Q3 2018 in Review

91 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2018, worth a combined $184M — up 8.5% from $169M a quarter earlier.

Fund positioning in IBMI was balanced in Q3 2018: 11 funds opened new positions, 11 closed out, 43 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.31M sold.

  • 91 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $184M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2018, up 8.5% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2018 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.31M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2018 was Signature Estate & Investment Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q3 2018.