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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

114 hedge funds and large institutions have $228M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $221M → $228M (+$7.58M)

0% more funds holding

Funds holding: 114114 (0)

Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Covington Investment Advisors
Pennsylvania
$748K +$27.8K +1,090 +4%
RFC
52
Regions Financial Corp
Alabama
$720K -$29.1K -1,140 -4%
DP
53
Denver PWM
Colorado
$703K -$2.8K -110 -0.4%
TF
54
TLWM Financial
Texas
$689K
CBFP
55
Cedar Brook Financial Partners
Ohio
$681K +$765 +30 +0.1%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$633K +$119K +4,654 +23%
VA
57
Valmark Advisers
Ohio
$616K +$33.1K +1,299 +6%
GIM
58
Greenwich Investment Management
Connecticut
$594K +$300K +11,760 +102%
MML Investors Services
59
MML Investors Services
Massachusetts
$581K +$19.9K +779 +4%
WI
60
WrapManager Inc
California
$564K -$5.79K -227 -1%
GEA
61
Glen Eagle Advisors
New Jersey
$534K
SWP
62
Stratos Wealth Partners
Ohio
$522K +$5.33K +209 +1%
EPP
63
ETF Portfolio Partners
Kansas
$514K
CDIA
64
Capital Directions Investment Advisors
Georgia
$503K +$502K +19,690 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$487K +$28K +1,098 +6%
PA
66
Prism Advisors
California
$486K
Baird Financial Group
67
Baird Financial Group
Wisconsin
$462K +$26.1K +1,023 +6%
SIC
68
Sigma Investment Counselors
Michigan
$442K
AWM
69
Alterna Wealth Management
Texas
$422K -$61.1K -2,395 -13%
AG
70
Advisor Group
Arizona
$412K -$48.9K -1,917 -11%
SBL
71
Sargent Bickham Lagudis
Colorado
$386K
VCM
72
Vigilant Capital Management
Maine
$367K -$84.1K -3,300 -19%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$355K +$6.81K +267 +2%
AEPG
74
American Economic Planning Group
New Jersey
$340K
BOPW
75
Brandywine Oak Private Wealth
Pennsylvania
$337K +$24K +943 +8%

IBMI Hedge Fund Activity: Q2 2019 in Review

114 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2019, worth a combined $228M — up 3.4% from $221M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMI positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $3.59M. The largest seller was Bank of America, cutting an estimated $1.82M.

  • 114 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $228M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2019 was Jane Street, an estimated $3.59M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2019 was Bank of America, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2019.