iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
84 hedge funds and large institutions have $156M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
12% more funds holding
Funds holding: 75 → 84 (+9)
4% more capital invested
Capital invested by funds: $150M → $156M (+$6.44M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.83M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.64M |
| 4 |
Morgan Stanley
New York
|
+$1.64M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.89M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$4.12M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$3.91M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.46M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$585K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Advisornet Financial
Minnetonka,
Minnesota
| $38K | – | – | – |
|
|
SWP
77
Strategic Wealth Partners
Independence,
Ohio
| $20K | +$20K | +789 | New |
|
78
SEI Investments
Oaks,
Pennsylvania
| $11K | -$199K | -7,830 | -95% |
|
|
TC
79
Trust Company
Manhattan,
Kansas
| $11K | – | – | – |
|
80
First Manhattan
New York
| $9K | – | – | – |
|
|
BWA
81
BDO Wealth Advisors
Jacksonville,
Florida
| $9K | +$8.57K | +338 | New |
|
82
BlackRock
New York
| $3K | – | – | – |
|
|
SIS
83
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | +$634 | +25 | New |
|
|
84
Jane Street
New York
| – | -$6.89M | -271,511 | Closed |
|
|
BTS
85
BB&T Securities
Richmond,
Virginia
| – | -$585K | -23,083 | Closed |
|
|
VF
86
Virtu Financial
New York
| – | -$488K | -19,249 | Closed |
|
|
BCM
87
Brookstone Capital Management
Wheaton,
Illinois
| – | -$243K | -9,600 | Closed |
|
IBMI Hedge Fund Activity: Q1 2018 in Review
84 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2018, worth a combined $156M — up 4.3% from $150M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMI positions and 4 closed out — a net gain of 9 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.14M. The largest seller was Jane Street, exiting entirely with an estimated $6.89M sold.
- 84 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2018, up from 75 in Q4 2017.
- Funds reported $156M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2018, up 4.3% quarter-over-quarter.
- 13 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2018 and 4 closed out, a net change of +9 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2018 was Wells Fargo, an estimated $3.14M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2018 was Jane Street, an estimated $6.89M sold.
Based on aggregated 13F filings for Q1 2018.