iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
20 hedge funds and large institutions have $19.8M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
185% more capital invested
Capital invested by funds: $6.94M → $19.8M (+$12.8M)
67% more funds holding
Funds holding: 12 → 20 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.86M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.76M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.38M |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$1.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.37M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$82.3K |
| 3 |
JP Morgan Chase
New York
|
-$6.11K |
IBMI Hedge Fund Activity: Q1 2015 in Review
20 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2015, worth a combined $19.8M — up 185% from $6.94M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBMI positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $4.86M. The largest seller was Jane Street, exiting entirely with an estimated $1.37M sold.
- 20 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2015, up from 12 in Q4 2014.
- Funds reported $19.8M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2015, up 185% quarter-over-quarter.
- 9 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2015 and 1 closed out, a net change of +8 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2015 was HighTower Advisors, an estimated $4.86M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2015 was Jane Street, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2015.