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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
Citigroup
101
Citigroup
New York
$102K – – –
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$79K – – –
SPIA
104
Steward Partners Investment Advisory
New York
$66K – – –
IA
105
IFP Advisors
Florida
$61K +$61.4K +2,400 New
ASN
106
Advisory Services Network
Georgia
$51K – – –
BWP
107
Baldwin Wealth Partners
Massachusetts
$50K – – –
AIC
108
Ameritas Investment Company
Nebraska
$44K +$43.8K +1,712 New
AF
109
Advisornet Financial
Minnesota
$37K – – –
TF
110
TimeScale Financial
Massachusetts
$35K -$80.2K -3,135 -69%
SWP
111
Strategic Wealth Partners
Ohio
$25.3K – – –
FAAS
112
First Allied Advisory Services
California
$21K +$21.3K +832 New
CTC
113
Central Trust Company
Missouri
$10K -$20.5K -800 -67%
AssetMark Inc
114
AssetMark Inc
California
$9K -$5.68M -222,012 -100%
CFGS
115
Concourse Financial Group Securities
Alabama
$9K – – –
BlackRock
116
BlackRock
New York
$4K -$818 -32 -14%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$1K -$256 -10 -20%
CIM
118
Confluence Investment Management
Missouri
– -$4.59M -179,667 Closed
BHWA
119
Beacon Harbor Wealth Advisors
Virginia
– -$959K -37,529 Closed
RCAG
120
Rehmann Capital Advisory Group
Michigan
– -$633K -24,771 Closed
SB
121
Suntrust Banks
Georgia
– -$301K -11,860 Closed
JIP
122
Jaffetilchin Investment Partners
Florida
– -$240K -9,401 Closed
BCI
123
Brinker Capital Investments
Pennsylvania
– -$224K -8,779 Closed
EWM
124
Executive Wealth Management
Michigan
– -$25K -984 Closed
CMBA
125
C.M. Bidwell & Associates
Hawaii
– -$18K -705 Closed
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.