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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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124 hedge funds and large institutions have $230M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more capital invested

Capital invested by funds: $215M → $230M (+$15M)

7% more funds holding

Funds holding: 116 → 124 (+8)

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$4.59M
2
EC
Estate Counselors
Wisconsin
+$2.8M
3
Bank of America
Bank of America
North Carolina
+$2.18M
4
EWA
EP Wealth Advisors
California
+$1.43M
5
Wells Fargo
Wells Fargo
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$664K
2
UBS Group
UBS Group
Switzerland
-$611K
3
WI
WrapManager Inc
California
-$547K
4
PAG
Private Advisor Group
New Jersey
-$493K
5
US Bancorp
US Bancorp
Minnesota
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$799K +$800K +31,312 New
SIC
52
Sigma Investment Counselors
Michigan
$787K +$151K +5,900 +24%
RFC
53
Regions Financial Corp
Alabama
$771K +$49.6K +1,943 +7%
APA
54
American Portfolios Advisors
New York
$757K – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$736K -$306 -12 -0%
TF
56
TLWM Financial
Texas
$688K – – –
CBFP
57
Cedar Brook Financial Partners
Ohio
$682K +$1.02K +40 +0.1%
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$675K +$256K +10,006 +61%
DP
59
Denver PWM
Colorado
$665K -$36.8K -1,440 -5%
VA
60
Valmark Advisers
Ohio
$613K -$1.81K -71 -0.3%
EPP
61
ETF Portfolio Partners
Kansas
$613K +$100K +3,916 +19%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$603K +$603K +23,610 New
SWP
63
Stratos Wealth Partners
Ohio
$573K – – –
ADL
64
Asset Dedication LLC
California
$562K +$158K +6,197 +39%
RHP
65
Royal Harbor Partners
Texas
$548K +$549K +21,477 New
Jane Street
66
Jane Street
New York
$537K +$94.8K +3,710 +21%
GEA
67
Glen Eagle Advisors
New Jersey
$520K -$10.2K -400 -2%
SW
68
SlateStone Wealth
Florida
$510K +$510K +19,972 New
CDIA
69
Capital Directions Investment Advisors
Georgia
$502K – – –
SSB
70
Sandy Spring Bank
Maryland
$501K +$32.7K +1,280 +7%
PA
71
Prism Advisors
California
$485K – – –
SWM
72
Shakespeare Wealth Management
Wisconsin
$485K +$485K +18,987 New
AWM
73
Alterna Wealth Management
Texas
$484K -$122K -4,783 -20%
AG
74
Advisor Group
Arizona
$462K +$29.4K +1,151 +7%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$422K -$31.3K -1,225 -7%
1 2
3
4 5

IBMI Hedge Fund Activity: Q4 2019 in Review

124 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2019, worth a combined $230M — up 7% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBMI positions and 9 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $4.59M. The largest seller was Flow Traders U.S., cutting an estimated $664K.

  • 124 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $230M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2019 and 9 closed out, a net change of +11 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $4.59M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $664K sold.

Based on aggregated 13F filings for Q4 2019.