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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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119 hedge funds and large institutions have $201M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 117 → 119 (+2)

2% more capital invested

Capital invested by funds: $198M → $201M (+$2.99M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$12.7M
2
Bank of America
Bank of America
North Carolina
+$4.7M
3
Morgan Stanley
Morgan Stanley
New York
+$829K
4
DADC
D.A. Davidson & Co
Montana
+$756K
5
Truist Financial
Truist Financial
North Carolina
+$639K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.91M
2
FFW
Fusion Family Wealth
New York
-$3.8M
3
EWA
EP Wealth Advisors
California
-$2.15M
4
FTUS
Flow Traders U.S.
New York
-$2.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Parallel Advisors
California
$104K – – –
EP
102
Eudaimonia Partners
Tennessee
$104K +$104K +4,070 New
Citigroup
103
Citigroup
New York
$102K – – –
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K – – –
MA
105
MCF Advisors
Kentucky
$99K – – –
IA
106
IFP Advisors
Florida
$86K +$25.5K +1,000 +42%
PIMG
107
Patriot Investment Management Group
Tennessee
$69.8K +$69.8K +2,740 New
BlackRock
108
BlackRock
New York
$69K +$65.7K +2,580 +1,883%
SPIA
109
Steward Partners Investment Advisory
New York
$67K – – –
BWP
110
Baldwin Wealth Partners
Massachusetts
$50K – – –
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$41K -$37.8K -1,485 -48%
PB
112
Pinnacle Bancorp
Nebraska
$36K – – –
BWL
113
Bogart Wealth LLC
Virginia
$34K +$34.2K +1,343 New
WTC
114
WhitTier Trust Company
Nevada
$27K – – –
RIM
115
Rockbridge Investment Management
New York
$25K +$24.9K +979 New
FHA
116
Flagship Harbor Advisors
Massachusetts
$19K – – –
CAN
117
Cetera Advisor Networks
California
$14K +$13.9K +544 New
CAAS
118
Capital Asset Advisory Services
Michigan
$12K – – –
PA
119
Procyon Advisors
Connecticut
$11K -$13.4K -527 -54%
1IA
120
1834 Investment Advisors
Wisconsin
$10K -$212K -8,310 -95%
CTC
121
Central Trust Company
Missouri
$10K – – –
Citadel Advisors
122
Citadel Advisors
Florida
– -$2.07M -81,466 Closed
LF
123
LifeSteps Financial
California
– -$1.79M -70,472 Closed
Baird Financial Group
124
Baird Financial Group
Wisconsin
– -$372K -14,680 Closed
FAIM
125
Financial Advocates Investment Management
Washington
– -$231K -9,091 Closed
2 3 4
5
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IBMI Hedge Fund Activity: Q2 2020 in Review

119 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2020, worth a combined $201M — up 1.5% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMI positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 43 trimmed.

The largest buyer was US Bancorp, adding an estimated $12.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.91M.

  • 119 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2020, up from 117 in Q1 2020.
  • Funds reported $201M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2020 and 11 closed out, a net change of +2 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $12.7M added.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.91M sold.

Based on aggregated 13F filings for Q2 2020.