iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
IBMI was delisted on the 1st of September, 2020.
119 hedge funds and large institutions have $201M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% more funds holding
Funds holding: 117 → 119 (+2)
2% more capital invested
Capital invested by funds: $198M → $201M (+$2.99M)
33% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$12.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.7M |
| 3 |
Morgan Stanley
New York
|
+$829K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$756K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.91M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$3.8M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.15M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.07M |
IBMI Hedge Fund Activity: Q2 2020 in Review
119 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q2 2020, worth a combined $201M — up 1.5% from $198M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBMI positions and 11 closed out — a net gain of 2 holders — while 29 added to existing stakes and 43 trimmed.
The largest buyer was US Bancorp, adding an estimated $12.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.91M.
- 119 institutional investors held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q2 2020, up from 117 in Q1 2020.
- Funds reported $201M of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q2 2020, up 1.5% quarter-over-quarter.
- 13 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q2 2020 and 11 closed out, a net change of +2 holders.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $12.7M added.
- The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q2 2020 was Susquehanna International Group, an estimated $3.91M sold.
Based on aggregated 13F filings for Q2 2020.