IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Overview Fund Activity
Delisted

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

Back to rankings

91 hedge funds and large institutions have $169M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
44
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$16.3M
2
PAG
Private Advisor Group
New Jersey
$3.73M
3
FFW
Fusion Family Wealth
New York
$5.13M
4
FPS
Fieldpoint Private Securities
Connecticut
$1.65M
5
PFM
Phillips Financial Management
Indiana
$2.63M

Top Sellers

1
VCM
Vigilant Capital Management
Maine
$1.47M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
UBS Group
UBS Group
Switzerland
$11.2M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
CIM
Confluence Investment Management
Missouri
$5.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Vigilant Capital Management
Maine
$1.47M -$2.25M -88,675 -61%
MHS
27
M Holdings Securities
Oregon
$1.42M -$91K -3,583 -6%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.11M +$30.5K +1,200 +3%
RJA
29
Raymond James & Associates
Florida
$1.01M +$420K +16,558 +71%
Ameriprise
30
Ameriprise
Minnesota
$882K +$3.98K +157 +0.5%
DC
31
Davenport & Co
Virginia
$859K – – –
BA
32
Boston Advisors
Massachusetts
$843K +$6.6K +260 +0.8%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$842K – – –
VA
34
Valmark Advisers
Ohio
$713K +$31.3K +1,233 +5%
APA
35
American Portfolios Advisors
New York
$703K +$178K +7,000 +34%
RFC
36
Regions Financial Corp
Alabama
$583K +$9.51K +375 +2%
AFP
37
Ausdal Financial Partners
Iowa
$583K +$250K +9,856 +75%
CIC
38
Carnegie Investment Counsel
Ohio
$571K -$31.7K -1,250 -5%
WI
39
WrapManager Inc
California
$556K +$556K +21,892 New
APP
40
Avantax Planning Partners
Iowa
$523K – – –
GEA
41
Glen Eagle Advisors
New Jersey
$505K +$30.5K +1,200 +6%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$499K +$74.4K +2,930 +18%
PA
43
Prism Advisors
California
$483K – – –
AWM
44
Altium Wealth Management
New York
$456K -$52.4K -2,064 -10%
TTWM
45
TCV Trust & Wealth Management
Virginia
$449K +$13.3K +525 +3%
SWP
46
Stratos Wealth Partners
Ohio
$387K +$95.3K +3,758 +33%
SBL
47
Sargent Bickham Lagudis
Colorado
$384K – – –
CG
48
Colony Group
Massachusetts
$356K – – –
Jane Street
49
Jane Street
New York
$344K +$344K +13,536 New
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$335K -$16.1K -635 -5%
1
2
3 4