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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75 hedge funds and large institutions have $150M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
34
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.89M
2
LPL Financial
LPL Financial
California
$4.29M
3
LNC
Lincoln National Corp
Pennsylvania
$6.66M
4
VCM
Vigilant Capital Management
Maine
$7.62M
5
FFW
Fusion Family Wealth
New York
$2.66M

Top Sellers

1
BTS
BB&T Securities
Virginia
$585K
2
UBS Group
UBS Group
Switzerland
$11.5M
3
LPT
Legacy Private Trust
Wisconsin
$0
4
GA
Gateway Advisory
New Jersey
$5.95M
5
SEIA
Signature Estate & Investment Advisors
California
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$844K +$122K +4,810 +17%
BA
27
Boston Advisors
Massachusetts
$843K -$786 -31 -0.1%
DC
28
Davenport & Co
Virginia
$771K -$51.3K -2,023 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$702K +$112K +4,402 +19%
VA
30
Valmark Advisers
Ohio
$674K +$163K +6,431 +32%
DP
31
Denver PWM
Colorado
$662K +$71.3K +2,805 +12%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$637K -$46.9K -1,850 -7%
CIC
33
Carnegie Investment Counsel
Ohio
$621K +$72.9K +2,875 +13%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$592K +$592K +23,319 New
AWM
35
Altium Wealth Management
New York
$589K +$589K +23,214 New
BTS
36
BB&T Securities
Virginia
$585K -$5.09M -201,018 -90%
RFC
37
Regions Financial Corp
Alabama
$574K +$34.8K +1,372 +6%
APA
38
American Portfolios Advisors
New York
$525K +$525K +20,705 New
VF
39
Virtu Financial
New York
$488K +$186K +7,329 +61%
PA
40
Prism Advisors
California
$452K +$452K +17,836 New
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$397K +$80K +3,150 +25%
CG
42
Colony Group
Massachusetts
$383K -$137K -5,390 -26%
SBL
43
Sargent Bickham Lagudis
Colorado
$383K – – –
GEA
44
Glen Eagle Advisors
New Jersey
$382K +$26.6K +1,050 +8%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$380K +$380K +14,985 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$373K +$115K +4,532 +45%
TTWM
47
TCV Trust & Wealth Management
Virginia
$370K -$76K -3,000 -17%
GLA
48
Great Lakes Advisors
Illinois
$345K -$41.5K -1,639 -11%
AFP
49
Ausdal Financial Partners
Iowa
$292K +$13.5K +532 +5%
RJA
50
Raymond James & Associates
Florida
$256K +$256K +10,081 New
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