We are live on ! Find out more
IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Delisted

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

Back to rankings

124 hedge funds and large institutions have $230M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more capital invested

Capital invested by funds: $215M → $230M (+$15M)

7% more funds holding

Funds holding: 116 → 124 (+8)

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$4.59M
2
EC
Estate Counselors
Wisconsin
+$2.8M
3
Bank of America
Bank of America
North Carolina
+$2.18M
4
EWA
EP Wealth Advisors
California
+$1.43M
5
Wells Fargo
Wells Fargo
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$664K
2
UBS Group
UBS Group
Switzerland
-$611K
3
WI
WrapManager Inc
California
-$547K
4
PAG
Private Advisor Group
New Jersey
-$493K
5
US Bancorp
US Bancorp
Minnesota
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$419K +$109K +4,267 +35%
MML Investors Services
77
MML Investors Services
Massachusetts
$413K +$16.8K +656 +4%
SBL
78
Sargent Bickham Lagudis
Colorado
$386K – – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$381K – – –
GFPC
80
Global Financial Private Client
Florida
$378K +$378K +14,800 New
RCA
81
Resonant Capital Advisors
Wisconsin
$376K +$377K +14,746 New
VCM
82
Vigilant Capital Management
Maine
$375K -$4.21K -165 -1%
IAA
83
Independent Advisor Alliance
North Carolina
$371K +$371K +14,544 New
DC
84
Derby & Company
Massachusetts
$361K +$361K +14,139 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$358K -$37.3K -1,460 -9%
SCG
86
Sonata Capital Group
Washington
$356K +$55K +2,155 +18%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$343K -$29.6K -1,159 -8%
IWC
88
Integrated Wealth Concepts
Massachusetts
$323K -$10.3K -404 -3%
Citadel Advisors
89
Citadel Advisors
Florida
$319K +$48.5K +1,898 +18%
GIM
90
Greenwich Investment Management
Connecticut
$313K -$120K -4,700 -28%
JP Morgan Chase
91
JP Morgan Chase
New York
$302K -$2.81K -110 -0.9%
AAM
92
Autus Asset Management
Arizona
$293K – – –
Truist Financial
93
Truist Financial
North Carolina
$282K +$282K +11,059 New
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$276K – – –
EA
95
Emerald Advisors
Washington
$256K +$255K +10,000 New
AWA
96
ARS Wealth Advisors
Florida
$234K – – –
PWS
97
Peloton Wealth Strategists
Indiana
$230K – – –
AIP
98
Ameritas Investment Partners
Nebraska
$227K – – –
1IA
99
1834 Investment Advisors
Wisconsin
$222K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$209K -$202K -7,918 -49%
2 3
4
5 6

IBMI Hedge Fund Activity: Q4 2019 in Review

124 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q4 2019, worth a combined $230M — up 7% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBMI positions and 9 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $4.59M. The largest seller was Flow Traders U.S., cutting an estimated $664K.

  • 124 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $230M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q4 2019 and 9 closed out, a net change of +11 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q4 2019 was Confluence Investment Management, an estimated $4.59M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $664K sold.

Based on aggregated 13F filings for Q4 2019.