iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
91 hedge funds and large institutions have $184M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 11 closing their positions.
207% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 14
8% more capital invested
Capital invested by funds: $169M → $184M (+$14.3M)
0% more funds holding
Funds holding: 91 → 91 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.31M |
| 2 |
Jane Street
New York
|
+$3.02M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$5.31M |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.08M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.42M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$621K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$602K |
IBMI Hedge Fund Activity: Q3 2018 in Review
91 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2018, worth a combined $184M — up 8.5% from $169M a quarter earlier.
Fund positioning in IBMI was balanced in Q3 2018: 11 funds opened new positions, 11 closed out, 43 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.31M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.31M sold.
- 91 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $184M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2018, up 8.5% quarter-over-quarter.
- 11 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2018 and 11 closed out, a net change of 0 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.31M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2018 was Signature Estate & Investment Advisors, an estimated $5.31M sold.
Based on aggregated 13F filings for Q3 2018.