iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
114 hedge funds and large institutions have $221M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
125% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 24
7% more funds holding
Funds holding: 107 → 114 (+7)
6% more capital invested
Capital invested by funds: $207M → $221M (+$13.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.26M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.89M |
| 4 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$1.88M |
| 5 |
Morgan Stanley
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.64M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.95M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.41M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$935K |
| 5 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$500K |
IBMI Hedge Fund Activity: Q1 2019 in Review
114 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q1 2019, worth a combined $221M — up 6.4% from $207M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBMI positions and 5 closed out — a net gain of 7 holders — while 54 added to existing stakes and 24 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.26M. The largest seller was AssetMark Inc, cutting an estimated $2.64M.
- 114 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q1 2019, up from 107 in Q4 2018.
- Funds reported $221M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
- 12 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q1 2019 and 5 closed out, a net change of +7 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q1 2019 was Jane Street, an estimated $2.26M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2019.