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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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1 hedge funds and large institutions have $110K invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 119 → 1 (-118)

100% less capital invested

Capital invested by funds: $201M → $110K (-$201M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 118

Holders
1
Holders Change
-118
Holders Change %
-99.16%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
118
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$25.6M
2
Bank of America
Bank of America
North Carolina
-$16.9M
3
HighTower Advisors
HighTower Advisors
Illinois
-$12.3M
4
Morgan Stanley
Morgan Stanley
New York
-$11M
5
Wells Fargo
Wells Fargo
California
-$8.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Alterna Wealth Management
Texas
– -$372K -14,611 Closed
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
– -$372K -14,601 Closed
SCG
78
Sonata Capital Group
Washington
– -$355K -13,933 Closed
RCA
79
Resonant Capital Advisors
Wisconsin
– -$339K -13,313 Closed
FTUS
80
Flow Traders U.S.
New York
– -$335K -13,134 Closed
AAM
81
Autus Asset Management
Arizona
– -$293K -11,500 Closed
JP Morgan Chase
82
JP Morgan Chase
New York
– -$293K -11,492 Closed
PWS
83
Peloton Wealth Strategists
Indiana
– -$280K -11,000 Closed
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
– -$268K -10,521 Closed
VCM
85
Vigilant Capital Management
Maine
– -$261K -10,235 Closed
EA
86
Emerald Advisors
Washington
– -$255K -10,000 Closed
SWP
87
Stratos Wealth Partners
Ohio
– -$254K -9,947 Closed
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
– -$253K -9,905 Closed
AWA
89
ARS Wealth Advisors
Florida
– -$234K -9,175 Closed
IWC
90
Integrated Wealth Concepts
Massachusetts
– -$229K -8,990 Closed
ACS
91
Archford Capital Strategies
Illinois
– -$229K -8,985 Closed
DCM
92
Donaldson Capital Management
Indiana
– -$216K -8,467 Closed
OIA
93
OneDigital Investment Advisors
Kansas
– -$208K -8,175 Closed
OPS
94
Orion Portfolio Solutions
Nebraska
– -$208K -8,175 Closed
AIP
95
Ameritas Investment Partners
Nebraska
– -$205K -8,060 Closed
NA
96
NewEdge Advisors
Louisiana
– -$200K -7,857 Closed
DAS
97
Dynamic Advisor Solutions
Arizona
– -$200K -7,848 Closed
LF
98
Lee Financial
Texas
– -$157K -6,151 Closed
PA
99
Parallel Advisors
California
– -$104K -4,104 Closed
EP
100
Eudaimonia Partners
Tennessee
– -$104K -4,070 Closed
1 2 3
4
5

IBMI Hedge Fund Activity: Q3 2020 in Review

1 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2020, worth a combined $110K — down 100% from $201M a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of IBMI and 0 opened new positions — a net loss of 118 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $25.6M sold.

  • 1 institutional investor held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $110K of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2020, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2020 and 118 closed out, a net change of -118 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2020 was US Bancorp, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2020.