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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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91 hedge funds and large institutions have $169M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

8% more funds holding

Funds holding: 84 → 91 (+7)

8% more capital invested

Capital invested by funds: $156M → $169M (+$12.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
44
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$3.57M
2
PAG
Private Advisor Group
New Jersey
+$2.52M
3
FFW
Fusion Family Wealth
New York
+$2.13M
4
FPS
Fieldpoint Private Securities
Connecticut
+$1.64M
5
PFM
Phillips Financial Management
Indiana
+$1,000K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
-$2.24M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$746K
4
Bank of America
Bank of America
North Carolina
-$394K
5
CIM
Confluence Investment Management
Missouri
-$96.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$79K – – –
CTC
77
Central Trust Company
Missouri
$76K +$25.3K +1,000 +50%
CMBA
78
C.M. Bidwell & Associates
Hawaii
$66K – – –
B
79
Bridgeworth
Alabama
$60K +$60K +2,373 New
MCM
80
Monument Capital Management
Virginia
$56K +$506 +20 +0.9%
BWP
81
Baldwin Wealth Partners
Massachusetts
$50K – – –
AF
82
Advisornet Financial
Minnesota
$38K – – –
SWP
83
Strategic Wealth Partners
Ohio
$30K +$10K +396 +50%
SEI Investments
84
SEI Investments
Pennsylvania
$13K +$2.05K +81 +18%
BWA
85
BDO Wealth Advisors
Florida
$9K – – –
First Manhattan
86
First Manhattan
New York
$9K – – –
TC
87
Trust Company
Kansas
$4K -$6.98K -276 -65%
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.54K +140 New
BlackRock
89
BlackRock
New York
$3K – – –
NA
90
NewEdge Advisors
Louisiana
$583 +$348K +13,778 +149%
Bank of New York Mellon
91
Bank of New York Mellon
New York
– -$1.1M -43,303 Closed
SIS
92
Sound Income Strategies
Florida
– -$1K -25 Closed
1 2 3
4

IBMI Hedge Fund Activity: Q2 2018 in Review

91 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2018, worth a combined $169M — up 8.3% from $156M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMI positions and 2 closed out — a net gain of 8 holders — while 44 added to existing stakes and 17 trimmed.

The largest buyer was US Bancorp, adding an estimated $3.57M. The largest seller was Vigilant Capital Management, cutting an estimated $2.24M.

  • 91 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2018, up from 84 in Q1 2018.
  • Funds reported $169M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2018 and 2 closed out, a net change of +8 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2018 was US Bancorp, an estimated $3.57M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2018 was Vigilant Capital Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2018.