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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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1 hedge funds and large institutions have $110K invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 119 → 1 (-118)

100% less capital invested

Capital invested by funds: $201M → $110K (-$201M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 118

Holders
1
Holders Change
-118
Holders Change %
-99.16%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
118
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$25.6M
2
Bank of America
Bank of America
North Carolina
-$16.9M
3
HighTower Advisors
HighTower Advisors
Illinois
-$12.3M
4
Morgan Stanley
Morgan Stanley
New York
-$11M
5
Wells Fargo
Wells Fargo
California
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
– -$757K -29,680 Closed
APP
52
Avantax Planning Partners
Iowa
– -$681K -26,734 Closed
VA
53
Valmark Advisers
Ohio
– -$661K -25,941 Closed
RCAG
54
Rehmann Capital Advisory Group
Michigan
– -$645K -25,296 Closed
SIC
55
Sigma Investment Counselors
Michigan
– -$639K -25,081 Closed
Truist Financial
56
Truist Financial
North Carolina
– -$639K -25,059 Closed
TF
57
TLWM Financial
Texas
– -$636K -24,951 Closed
Osaic Holdings
58
Osaic Holdings
Arizona
– -$616K -24,196 Closed
EPP
59
ETF Portfolio Partners
Kansas
– -$613K -24,035 Closed
CBFP
60
Cedar Brook Financial Partners
Ohio
– -$605K -23,740 Closed
SSB
61
Sandy Spring Bank
Maryland
– -$556K -21,800 Closed
BRWA
62
B. Riley Wealth Advisors
Florida
– -$548K -21,495 Closed
GEA
63
Glen Eagle Advisors
New Jersey
– -$520K -20,390 Closed
SW
64
SlateStone Wealth
Florida
– -$509K -19,972 Closed
CDIA
65
Capital Directions Investment Advisors
Georgia
– -$502K -19,690 Closed
ADL
66
Asset Dedication LLC
California
– -$499K -19,603 Closed
RHP
67
Royal Harbor Partners
Texas
– -$499K -19,588 Closed
PA
68
Prism Advisors
California
– -$485K -19,023 Closed
LNC
69
Lincoln National Corp
Pennsylvania
– -$459K -17,995 Closed
FFW
70
Fusion Family Wealth
New York
– -$399K -15,669 Closed
AFP
71
Ausdal Financial Partners
Iowa
– -$397K -15,593 Closed
DP
72
Denver PWM
Colorado
– -$389K -15,255 Closed
SPA
73
Sentinel Pension Advisors
Massachusetts
– -$386K -15,160 Closed
SBL
74
Sargent Bickham Lagudis
Colorado
– -$385K -15,121 Closed
GFPC
75
Global Financial Private Client
Florida
– -$378K -14,844 Closed
1 2
3
4 5

IBMI Hedge Fund Activity: Q3 2020 in Review

1 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2020, worth a combined $110K — down 100% from $201M a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of IBMI and 0 opened new positions — a net loss of 118 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $25.6M sold.

  • 1 institutional investor held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $110K of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2020, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2020 and 118 closed out, a net change of -118 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2020 was US Bancorp, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2020.