We are live on ! Find out more
IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

IBMI was delisted on the 1st of September, 2020.

1 hedge funds and large institutions have $110K invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 1191 (-118)

100% less capital invested

Capital invested by funds: $201M → $110K (-$201M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 118

Holders
1
Holders Change
-118
Holders Change %
-99.16%
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
118
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
New Capital Management
Texas
$110K
US Bancorp
2
US Bancorp
Minnesota
-$25.6M -1,004,183 Closed
Bank of America
3
Bank of America
North Carolina
-$16.9M -663,501 Closed
HighTower Advisors
4
HighTower Advisors
Illinois
-$12.3M -482,867 Closed
Morgan Stanley
5
Morgan Stanley
New York
-$11M -431,015 Closed
Wells Fargo
6
Wells Fargo
California
-$8.75M -343,345 Closed
LPL Financial
7
LPL Financial
California
-$6.02M -236,332 Closed
LIM
8
Leavell Investment Management
Alabama
-$5.66M -221,861 Closed
GA
9
Gateway Advisory
New Jersey
-$5.07M -198,996 Closed
UCFA
10
United Capital Financial Advisors
Texas
-$4.88M -191,499 Closed
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
-$4.76M -186,924 Closed
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
-$4.43M -173,911 Closed
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
-$4.4M -172,486 Closed
RJFSA
14
Raymond James Financial Services Advisors
Florida
-$4.38M -171,818 Closed
PAG
15
Private Advisor Group
New Jersey
-$4.35M -170,810 Closed
LPT
16
Legacy Private Trust
Wisconsin
-$4.17M -163,675 Closed
PFM
17
Phillips Financial Management
Indiana
-$3.83M -150,229 Closed
W
18
Wealthquest
Ohio
-$3.37M -132,147 Closed
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$3.26M -127,970 Closed
UBS Group
20
UBS Group
Switzerland
-$3.21M -125,866 Closed
SCA
21
Stonebridge Capital Advisors
Minnesota
-$3.02M -118,297 Closed
Jane Street
22
Jane Street
New York
-$2.99M -117,286 Closed
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
-$2.98M -116,976 Closed
EC
24
Estate Counselors
Wisconsin
-$2.87M -112,315 Closed
Mariner
25
Mariner
Kansas
-$2.66M -104,461 Closed

IBMI Hedge Fund Activity: Q3 2020 in Review

1 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) for Q3 2020, worth a combined $110K — down 100% from $201M a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of IBMI and 0 opened new positions — a net loss of 118 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was US Bancorp, exiting entirely with an estimated $25.6M sold.

  • 1 institutional investor held iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) as of Q3 2020, down from 119 in Q2 2020.
  • Funds reported $110K of iShares iBonds Sep 2020 Term Muni Bond ETF stock for Q3 2020, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Sep 2020 Term Muni Bond ETF positions in Q3 2020 and 118 closed out, a net change of -118 holders.
  • The largest iShares iBonds Sep 2020 Term Muni Bond ETF seller in Q3 2020 was US Bancorp, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2020.