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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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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
DAS
101
Dynamic Advisor Solutions
Arizona
$200K – – –
FCA
102
FinTrust Capital Advisors
South Carolina
$165K – – –
LF
103
Lee Financial
Texas
$157K – – –
MA
104
MCF Advisors
Kentucky
$150K +$204 +8 +0.1%
WCG
105
Weaver Consulting Group
California
$128K – – –
NCM
106
New Capital Management
Texas
$110K – – –
PA
107
Parallel Advisors
California
$106K +$26 +1 +0%
Citigroup
108
Citigroup
New York
$102K – – –
ASN
109
Advisory Services Network
Georgia
$102K +$50.4K +1,973 +98%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$79K – – –
SPIA
112
Steward Partners Investment Advisory
New York
$66K – – –
IA
113
IFP Advisors
Florida
$61K – – –
BWP
114
Baldwin Wealth Partners
Massachusetts
$50K – – –
AIC
115
Ameritas Investment Company
Nebraska
$44K – – –
TF
116
TimeScale Financial
Massachusetts
$35K – – –
WTC
117
WhitTier Trust Company
Nevada
$27K +$26.6K +1,041 New
AF
118
Advisornet Financial
Minnesota
$23K -$14.8K -580 -40%
WQ
119
Wealth Quarterback
New Jersey
$17.7K +$17.7K +692 New
CAAS
120
Capital Asset Advisory Services
Michigan
$12K +$12.5K +489 New
CTC
121
Central Trust Company
Missouri
$10K – – –
AssetMark Inc
122
AssetMark Inc
California
$9K – – –
CFGS
123
Concourse Financial Group Securities
Alabama
$9K – – –
BlackRock
124
BlackRock
New York
$4K -$690 -27 -14%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$4K +$2.66K +104 +267%
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.