iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
107 hedge funds and large institutions have $207M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
18% more funds holding
Funds holding: 91 → 107 (+16)
13% more capital invested
Capital invested by funds: $184M → $207M (+$23.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.81M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.98M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.49M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.04M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.03M |
| 2 |
Jane Street
New York
|
-$3.35M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.17M |
| 4 |
Morgan Stanley
New York
|
-$936K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$915K |
IBMI Hedge Fund Activity: Q4 2018 in Review
107 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2018, worth a combined $207M — up 13% from $184M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBMI positions and 11 closed out — a net gain of 16 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.81M. The largest seller was UBS Group, cutting an estimated $4.03M.
- 107 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2018, up from 91 in Q3 2018.
- Funds reported $207M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2018, up 13% quarter-over-quarter.
- 27 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2018 and 11 closed out, a net change of +16 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $5.81M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2018 was UBS Group, an estimated $4.03M sold.
Based on aggregated 13F filings for Q4 2018.