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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

IBMI was delisted on the 1st of September, 2020.

114 hedge funds and large institutions have $228M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $221M → $228M (+$7.58M)

0% more funds holding

Funds holding: 114114 (0)

Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$310K +$1.35K +53 +0.4%
JP Morgan Chase
77
JP Morgan Chase
New York
$309K
SSB
78
Sandy Spring Bank
Maryland
$305K +$17.2K +675 +6%
SB
79
Suntrust Banks
Georgia
$301K
SCG
80
Sonata Capital Group
Washington
$301K +$300K +11,778 New
1IA
81
1834 Investment Advisors
Wisconsin
$300K +$8.41K +330 +3%
AAM
82
Autus Asset Management
Arizona
$294K
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$282K
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$280K
IWC
85
Integrated Wealth Concepts
Massachusetts
$251K +$28.8K +1,131 +11%
JIP
86
Jaffetilchin Investment Partners
Florida
$240K +$790 +31 +0.3%
AWA
87
ARS Wealth Advisors
Florida
$234K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$232K +$232K +9,082 New
FAIM
89
Financial Advocates Investment Management
Washington
$228K +$6.37K +250 +3%
AIP
90
Ameritas Investment Partners
Nebraska
$227K -$3.19K -125 -1%
BCI
91
Brinker Capital Investments
Pennsylvania
$224K +$224K +8,779 New
SEIA
92
Signature Estate & Investment Advisors
California
$201K -$321K -12,588 -62%
DAS
93
Dynamic Advisor Solutions
Arizona
$201K +$200K +7,848 New
FCA
94
FinTrust Capital Advisors
South Carolina
$166K
LF
95
Lee Financial
Texas
$157K
MA
96
MCF Advisors
Kentucky
$150K +$153 +6 +0.1%
WCG
97
Weaver Consulting Group
California
$128K
TF
98
TimeScale Financial
Massachusetts
$116K +$115K +4,521 New
SWP
99
Strategic Wealth Partners
Ohio
$115K +$50.1K +1,964 +77%
NCM
100
New Capital Management
Texas
$110K -$11.4K -446 -9%

IBMI Hedge Fund Activity: Q2 2019 in Review

114 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2019, worth a combined $228M — up 3.4% from $221M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBMI positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $3.59M. The largest seller was Bank of America, cutting an estimated $1.82M.

  • 114 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $228M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2019, up 3.4% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2019 was Jane Street, an estimated $3.59M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2019 was Bank of America, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2019.