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

114 hedge funds and large institutions have $228M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$5.86M
2
PAG
Private Advisor Group
New Jersey
$5.61M
3
NA
NewEdge Advisors
Louisiana
$4.86M
4
FTUS
Flow Traders U.S.
New York
$961K
5
AssetMark Inc
AssetMark Inc
California
$5.68M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$12.3M
2
Morgan Stanley
Morgan Stanley
New York
$12.2M
3
US Bancorp
US Bancorp
Minnesota
$16.8M
4
Stifel Financial
Stifel Financial
Missouri
$1.5M
5
CIM
Confluence Investment Management
Missouri
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$2.37M – – –
BPWA
27
Beacon Pointe Wealth Advisors
California
$2.08M +$86.8K +3,399 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.99M -$73.4K -2,873 -4%
SCA
29
Stonebridge Capital Advisors
Minnesota
$1.99M +$99.2K +3,882 +5%
GWA
30
Guidant Wealth Advisors
Illinois
$1.86M -$64.8K -2,537 -3%
VNA
31
Valley National Advisers
Pennsylvania
$1.75M -$51.2K -2,005 -3%
FPS
32
Fieldpoint Private Securities
Connecticut
$1.66M – – –
PWM
33
Paulson Wealth Management
Illinois
$1.64M +$318K +12,418 +24%
Ameriprise
34
Ameriprise
Minnesota
$1.6M -$80.7K -3,158 -5%
FC
35
Ferris Capital
Massachusetts
$1.59M +$160K +6,264 +11%
Stifel Financial
36
Stifel Financial
Missouri
$1.5M -$574K -22,383 -28%
FNC
37
First National Corp
Massachusetts
$1.07M – – –
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.03M -$135K -5,285 -12%
RJA
39
Raymond James & Associates
Florida
$1.01M +$57.2K +2,240 +6%
ADL
40
Asset Dedication LLC
California
$974K +$17K +666 +2%
FTUS
41
Flow Traders U.S.
New York
$961K +$961K +37,611 New
BHWA
42
Beacon Harbor Wealth Advisors
Virginia
$959K +$959K +37,529 New
GPA
43
Guidance Point Advisors
Massachusetts
$903K +$1.07K +42 +0.1%
CIC
44
Carnegie Investment Counsel
Ohio
$897K +$20.4K +800 +2%
DC
45
Davenport & Co
Virginia
$871K – – –
APP
46
Avantax Planning Partners
Iowa
$830K – – –
AWM
47
Altium Wealth Management
New York
$818K -$25.6K -1,000 -3%
ANTB
48
AMG National Trust Bank
Colorado
$802K +$601K +23,538 +300%
BA
49
Boston Advisors
Massachusetts
$785K -$47.2K -1,848 -6%
APA
50
American Portfolios Advisors
New York
$758K – – –
1
2
3 4 5