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 $228M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 8 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more capital invested
Capital invested by funds: $221M → $228M (+$7.58M)
0.88% more ownership
Funds ownership: 63.54% → 64.42% (+0.88%)
0% more funds holding
Funds holding: 114 → 114 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.59M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.46M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$989K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$959K |
| 5 |
AssetMark Inc
Concord,
California
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| 2 |
Morgan Stanley
New York
|
-$609K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$576K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$571K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$547K |
IBMI Hedge Fund Activity: Q2 2019 in Review
114 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2019, worth a combined $228M — up 3.4% from $221M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBMI positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 28 trimmed.
The largest buyer was Jane Street, adding an estimated $3.59M. The largest seller was Bank of America, cutting an estimated $1.82M.
- 114 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $228M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2019, up 3.4% quarter-over-quarter.
- 10 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2019 was Jane Street, an estimated $3.59M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2019 was Bank of America, an estimated $1.82M sold.
Based on aggregated 13F filings for Q2 2019.