IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

114 hedge funds and large institutions have $221M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
54
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$2.12M +$347K +13,596 +20%
Stifel Financial
27
Stifel Financial
Missouri
$2.07M -$64.3K -2,515 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.06M +$182K +7,140 +10%
BPWA
29
Beacon Pointe Wealth Advisors
California
$1.99M +$733K +28,795 +58%
GWA
30
Guidant Wealth Advisors
Illinois
$1.92M -$113K -4,447 -6%
SCA
31
Stonebridge Capital Advisors
Minnesota
$1.88M +$1.88M +73,820 New
VNA
32
Valley National Advisers
Pennsylvania
$1.8M +$175K +6,880 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.68M +$461K +18,080 +38%
FPS
34
Fieldpoint Private Securities
Connecticut
$1.66M
FC
35
Ferris Capital
Massachusetts
$1.43M +$512K +20,077 +56%
PWM
36
Paulson Wealth Management
Illinois
$1.32M +$24.7K +967 +2%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$1.16M +$50.1K +1,965 +5%
FNC
38
First National Corp
Massachusetts
$1.07M +$24K +943 +2%
ADL
39
Asset Dedication LLC
California
$956K +$57.4K +2,249 +6%
RJA
40
Raymond James & Associates
Florida
$953K -$1.96M -76,863 -67%
GPA
41
Guidance Point Advisors
Massachusetts
$900K +$662 +26 +0.1%
CIC
42
Carnegie Investment Counsel
Ohio
$875K
DC
43
Davenport & Co
Virginia
$870K
AWM
44
Altium Wealth Management
New York
$842K +$293K +11,497 +53%
BA
45
Boston Advisors
Massachusetts
$830K -$255 -10 -0%
APP
46
Avantax Planning Partners
Iowa
$829K +$829K +32,503 New
APA
47
American Portfolios Advisors
New York
$757K
RFC
48
Regions Financial Corp
Alabama
$748K -$60.8K -2,384 -8%
CIA
49
Covington Investment Advisors
Pennsylvania
$719K +$107K +4,195 +17%
DP
50
Denver PWM
Colorado
$702K +$21.1K +829 +3%