IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Overview Fund Activity
Delisted

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

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62 hedge funds and large institutions have $137M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
40
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$13M
2
US Bancorp
US Bancorp
Minnesota
$9.3M
3
VCM
Vigilant Capital Management
Maine
$6.5M
4
Bank of America
Bank of America
North Carolina
$9.68M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.22M

Top Sellers

1
TC
Trust Company
Kansas
$15K
2
GWA
Guidant Wealth Advisors
Illinois
$0
3
IA
IFP Advisors
Florida
$155K
4
SEIA
Signature Estate & Investment Advisors
California
$5.49M
5
TTWM
TCV Trust & Wealth Management
Virginia
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$833K +$14K +545 +2%
Ameriprise
27
Ameriprise
Minnesota
$745K +$131K +5,103 +21%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$732K +$137K +5,315 +23%
LPT
29
Legacy Private Trust
Wisconsin
$722K -$105K -4,100 -13%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$693K -$23.8K -925 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$598K +$118K +4,605 +25%
DP
32
Denver PWM
Colorado
$595K +$595K +23,255 New
CIC
33
Carnegie Investment Counsel
Ohio
$555K +$175K +6,800 +46%
RFC
34
Regions Financial Corp
Alabama
$546K +$44.1K +1,718 +9%
CG
35
Colony Group
Massachusetts
$526K +$12.6K +490 +2%
VA
36
Valmark Advisers
Ohio
$517K +$517K +20,130 New
TTWM
37
TCV Trust & Wealth Management
Virginia
$452K -$128K -5,000 -22%
GLA
38
Great Lakes Advisors
Illinois
$392K +$2.57K +100 +0.7%
SBL
39
Sargent Bickham Lagudis
Colorado
$389K – – –
GEA
40
Glen Eagle Advisors
New Jersey
$360K +$360K +14,000 New
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$321K +$67.2K +2,614 +26%
VF
42
Virtu Financial
New York
$306K +$306K +11,920 New
AFP
43
Ausdal Financial Partners
Iowa
$282K +$771 +30 +0.3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$261K +$38.5K +1,500 +17%
Jane Street
45
Jane Street
New York
$261K +$261K +10,164 New
BCM
46
Brookstone Capital Management
Illinois
$260K +$55.4K +2,153 +27%
AWA
47
ARS Wealth Advisors
Florida
$236K – – –
SEI Investments
48
SEI Investments
Pennsylvania
$212K +$201K +7,813 +1,825%
PFS
49
Prospera Financial Services
Texas
$206K – – –
VNA
50
Valley National Advisers
Pennsylvania
$176K – – –
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