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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 $184M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $169M → $184M (+$14.3M)

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.31M
2
Jane Street
Jane Street
New York
+$3.02M
3
AssetMark Inc
AssetMark Inc
California
+$2.56M
4
Bank of America
Bank of America
North Carolina
+$1.97M
5
RJA
Raymond James & Associates
Florida
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.31M
2
ADL
Asset Dedication LLC
California
-$2.08M
3
MHS
M Holdings Securities
Oregon
-$1.42M
4
VCM
Vigilant Capital Management
Maine
-$621K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
76
WealthTrust Fairport
Ohio
$99K +$99.8K +3,933 New
CTC
77
Central Trust Company
Missouri
$86K +$10.1K +400 +13%
NCM
78
New Capital Management
Texas
$82K – – –
CMBA
79
C.M. Bidwell & Associates
Hawaii
$81K +$15.9K +625 +24%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$78K – – –
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$70K +$70K +2,760 New
BWP
82
Baldwin Wealth Partners
Massachusetts
$50K – – –
FC
83
Ferris Capital
Massachusetts
$39K +$39K +1,539 New
AF
84
Advisornet Financial
Minnesota
$31K -$6.85K -270 -18%
SWP
85
Strategic Wealth Partners
Ohio
$30K – – –
First Manhattan
86
First Manhattan
New York
$9K – – –
TC
87
Trust Company
Kansas
$4K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$4K +$3.65K +144 New
BlackRock
89
BlackRock
New York
$3K – – –
CAG
90
Csenge Advisory Group
Florida
$3K +$3.63K +143 New
IP
91
Investment Partners
Ohio
$341 +$100K +3,950 New
SEIA
92
Signature Estate & Investment Advisors
California
– -$5.31M -209,095 Closed
MHS
93
M Holdings Securities
Oregon
– -$1.42M -56,055 Closed
GLA
94
Great Lakes Advisors
Illinois
– -$323K -12,740 Closed
VNA
95
Valley National Advisers
Pennsylvania
– -$174K -6,850 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$139K -5,484 Closed
B
97
Bridgeworth
Alabama
– -$60K -2,373 Closed
MCM
98
Monument Capital Management
Virginia
– -$56K -2,225 Closed
SEI Investments
99
SEI Investments
Pennsylvania
– -$13K -525 Closed
BWA
100
BDO Wealth Advisors
Florida
– -$9K -338 Closed
1 2 3
4
5

IBMI Hedge Fund Activity: Q3 2018 in Review

91 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2018, worth a combined $184M — up 8.5% from $169M a quarter earlier.

Fund positioning in IBMI was balanced in Q3 2018: 11 funds opened new positions, 11 closed out, 43 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.31M sold.

  • 91 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $184M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2018, up 8.5% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2018 and 11 closed out, a net change of 0 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.31M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2018 was Signature Estate & Investment Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q3 2018.