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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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107 hedge funds and large institutions have $207M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

18% more funds holding

Funds holding: 91 → 107 (+16)

13% more capital invested

Capital invested by funds: $184M → $207M (+$23.8M)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.81M
2
LPT
Legacy Private Trust
Wisconsin
+$3.98M
3
AssetMark Inc
AssetMark Inc
California
+$2.49M
4
PAG
Private Advisor Group
New Jersey
+$2.04M
5
GWA
Guidant Wealth Advisors
Illinois
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.03M
2
Jane Street
Jane Street
New York
-$3.35M
3
Wells Fargo
Wells Fargo
California
-$3.17M
4
Morgan Stanley
Morgan Stanley
New York
-$936K
5
LNC
Lincoln National Corp
Pennsylvania
-$915K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
76
Greenwich Investment Management
Connecticut
$292K +$291K +11,500 New
1IA
77
1834 Investment Advisors
Wisconsin
$265K +$15.9K +630 +6%
JIP
78
Jaffetilchin Investment Partners
Florida
$237K +$885 +35 +0.4%
SSB
79
Sandy Spring Bank
Maryland
$234K +$25K +990 +12%
AWA
80
ARS Wealth Advisors
Florida
$233K – – –
AIC
81
Ameritas Investment Company
Nebraska
$227K +$226K +8,935 New
BOPW
82
Brandywine Oak Private Wealth
Pennsylvania
$216K +$215K +8,525 New
AIP
83
Ameritas Investment Partners
Nebraska
$215K +$49.5K +1,960 +30%
TF
84
TimeScale Financial
Massachusetts
$214K +$213K +8,446 New
AEPG
85
American Economic Planning Group
New Jersey
$205K -$59K -2,333 -22%
FCA
86
FinTrust Capital Advisors
South Carolina
$165K +$164K +6,485 New
LF
87
Lee Financial
Texas
$156K – – –
MA
88
MCF Advisors
Kentucky
$149K +$177 +7 +0.1%
IA
89
IFP Advisors
Florida
$105K -$54K -2,136 -34%
PA
90
Parallel Advisors
California
$105K +$1.42K +56 +1%
Citigroup
91
Citigroup
New York
$101K +$101K +4,000 New
WF
92
WealthTrust Fairport
Ohio
$100K – – –
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K +$98.6K +3,900 New
CTC
94
Central Trust Company
Missouri
$86K – – –
CMBA
95
C.M. Bidwell & Associates
Hawaii
$82K – – –
NCM
96
New Capital Management
Texas
$82K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$79K – – –
ASN
98
Advisory Services Network
Georgia
$51K +$50.6K +2,001 New
BWP
99
Baldwin Wealth Partners
Massachusetts
$50K – – –
AF
100
Advisornet Financial
Minnesota
$31K – – –
1 2 3
4
5

IBMI Hedge Fund Activity: Q4 2018 in Review

107 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2018, worth a combined $207M — up 13% from $184M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBMI positions and 11 closed out — a net gain of 16 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.81M. The largest seller was UBS Group, cutting an estimated $4.03M.

  • 107 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2018, up from 91 in Q3 2018.
  • Funds reported $207M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2018 and 11 closed out, a net change of +16 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $5.81M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2018 was UBS Group, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2018.