iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
45 hedge funds and large institutions have $79.4M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $68M → $79.4M (+$11.4M)
2% more funds holding
Funds holding: 44 → 45 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$843K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$836K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$829K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$428K |
| 2 |
LBC
Lawrence B. Cohen
|
-$300K |
| 3 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$169K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$46.1K |
| 5 |
JP Morgan Chase
New York
|
-$26K |
IBMI Hedge Fund Activity: Q3 2016 in Review
45 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2016, worth a combined $79.4M — up 17% from $68M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IBMI positions and 2 closed out — a net gain of 2 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.2M. The largest seller was Lincoln National Corp, cutting an estimated $428K.
- 45 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2016, up from 44 in Q2 2016.
- Funds reported $79.4M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2016, up 17% quarter-over-quarter.
- 4 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2016 and 2 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q3 2016 was Wells Fargo, an estimated $1.2M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2016 was Lincoln National Corp, an estimated $428K sold.
Based on aggregated 13F filings for Q3 2016.