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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

IBMI was delisted on the 1st of September, 2020.

8 hedge funds and large institutions have $6.21M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.65M +$1.65M +65,538 New
UCFA
2
United Capital Financial Advisors
Texas
$1.65M +$1.65M +65,538 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.35M +$1.35M +53,667 New
Jane Street
4
Jane Street
New York
$873K +$872K +34,644 New
JP Morgan Chase
5
JP Morgan Chase
New York
$314K +$314K +12,465 New
ONB
6
Old National Bancorp
Indiana
$227K +$227K +9,000 New
Bank of America
7
Bank of America
North Carolina
$122K +$122K +4,850 New
VCM
8
Vigilant Capital Management
Maine
$13K +$12.6K +500 New

IBMI Hedge Fund Activity: Q3 2014 in Review

8 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2014, worth a combined $6.21M.

Buyers outnumbered sellers: 8 funds opened new IBMI positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.65M.

  • 8 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2014, up from 0 in Q2 2014.
  • Funds reported $6.21M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2014.
  • 8 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2014 and 0 closed out, a net change of +8 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2014 was Envestnet Asset Management, an estimated $1.65M added.

Based on aggregated 13F filings for Q3 2014.