iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
91 hedge funds and large institutions have $169M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
159% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 17
8% more funds holding
Funds holding: 84 → 91 (+7)
8% more capital invested
Capital invested by funds: $156M → $169M (+$12.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.57M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.52M |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$2.13M |
| 4 |
FPS
Fieldpoint Private Securities
Greenwich,
Connecticut
|
+$1.64M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$2.24M |
| 2 |
Bank of New York Mellon
New York
|
-$1.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$746K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$394K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$96.5K |
IBMI Hedge Fund Activity: Q2 2018 in Review
91 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2018, worth a combined $169M — up 8.3% from $156M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMI positions and 2 closed out — a net gain of 8 holders — while 44 added to existing stakes and 17 trimmed.
The largest buyer was US Bancorp, adding an estimated $3.57M. The largest seller was Vigilant Capital Management, cutting an estimated $2.24M.
- 91 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2018, up from 84 in Q1 2018.
- Funds reported $169M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2018, up 8.3% quarter-over-quarter.
- 10 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2018 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2018 was US Bancorp, an estimated $3.57M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2018 was Vigilant Capital Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2018.