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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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116 hedge funds and large institutions have $215M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 114 → 116 (+2)

6% less capital invested

Capital invested by funds: $228M → $215M (-$13.3M)

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.06M
2
PAG
Private Advisor Group
New Jersey
+$1.64M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.08M
4
UCFA
United Capital Financial Advisors
Texas
+$1.05M
5
FTUS
Flow Traders U.S.
New York
+$975K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$5.68M
2
Jane Street
Jane Street
New York
-$5.42M
3
UBS Group
UBS Group
Switzerland
-$4.69M
4
CIM
Confluence Investment Management
Missouri
-$4.59M
5
Morgan Stanley
Morgan Stanley
New York
-$974K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$333K +$38.9K +1,523 +13%
AFP
77
Ausdal Financial Partners
Iowa
$310K +$639 +25 +0.2%
JP Morgan Chase
78
JP Morgan Chase
New York
$305K -$3.71K -145 -1%
SCG
79
Sonata Capital Group
Washington
$301K – – –
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$297K +$298K +11,642 New
AAM
81
Autus Asset Management
Arizona
$294K – – –
Luther King Capital Management (LKCM)
82
Luther King Capital Management (LKCM)
Texas
$281K – – –
AEPG
83
American Economic Planning Group
New Jersey
$279K -$60.6K -2,370 -18%
Citadel Advisors
84
Citadel Advisors
Florida
$270K +$271K +10,591 New
AWA
85
ARS Wealth Advisors
Florida
$234K – – –
FAIM
86
Financial Advocates Investment Management
Washington
$232K +$3.83K +150 +2%
LFAS
87
Level Four Advisory Services
Texas
$230K +$230K +9,000 New
PWS
88
Peloton Wealth Strategists
Indiana
$230K +$230K +9,000 New
AIP
89
Ameritas Investment Partners
Nebraska
$227K – – –
1IA
90
1834 Investment Advisors
Wisconsin
$222K -$77.3K -3,025 -26%
SEIA
91
Signature Estate & Investment Advisors
California
$221K +$21K +820 +10%
DAS
92
Dynamic Advisor Solutions
Arizona
$200K – – –
FCA
93
FinTrust Capital Advisors
South Carolina
$166K – – –
LF
94
Lee Financial
Texas
$157K – – –
MA
95
MCF Advisors
Kentucky
$150K +$179 +7 +0.1%
GWAG
96
Garrett Wealth Advisory Group
Texas
$149K +$149K +5,830 New
WCG
97
Weaver Consulting Group
California
$128K – – –
VFA
98
Valeo Financial Advisors
Indiana
$125K +$125K +4,900 New
NCM
99
New Capital Management
Texas
$110K +$332 +13 +0.3%
PA
100
Parallel Advisors
California
$106K – – –
1 2 3
4
5

IBMI Hedge Fund Activity: Q3 2019 in Review

116 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2019, worth a combined $215M — down 5.8% from $228M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMI positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was AssetMark Inc, cutting an estimated $5.68M.

  • 116 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2019, up from 114 in Q2 2019.
  • Funds reported $215M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2019, down 5.8% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2019 and 9 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2019 was Bank of America, an estimated $2.06M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2019 was AssetMark Inc, an estimated $5.68M sold.

Based on aggregated 13F filings for Q3 2019.