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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116 hedge funds and large institutions have $215M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.3M
2
PAG
Private Advisor Group
New Jersey
$7.24M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.88M
4
UCFA
United Capital Financial Advisors
Texas
$6.7M
5
FTUS
Flow Traders U.S.
New York
$1.93M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$9K
2
Jane Street
Jane Street
New York
$442K
3
UBS Group
UBS Group
Switzerland
$4.52M
4
CIM
Confluence Investment Management
Missouri
$0
5
Morgan Stanley
Morgan Stanley
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
26
Beacon Pointe Wealth Advisors
California
$2.14M +$56K +2,193 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.11M +$120K +4,693 +6%
FTUS
28
Flow Traders U.S.
New York
$1.93M +$974K +38,146 +101%
VNA
29
Valley National Advisers
Pennsylvania
$1.75M +$638 +25 +0%
FC
30
Ferris Capital
Massachusetts
$1.75M +$161K +6,311 +10%
PWM
31
Paulson Wealth Management
Illinois
$1.71M +$75.6K +2,962 +5%
Ameriprise
32
Ameriprise
Minnesota
$1.68M +$76.4K +2,991 +5%
FPS
33
Fieldpoint Private Securities
Connecticut
$1.66M – – –
Stifel Financial
34
Stifel Financial
Missouri
$1.29M -$205K -8,008 -14%
ANTB
35
AMG National Trust Bank
Colorado
$1.1M +$296K +11,579 +37%
AWM
36
Altium Wealth Management
New York
$1.09M +$269K +10,534 +33%
FNC
37
First National Corp
Massachusetts
$1.07M – – –
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
RJA
39
Raymond James & Associates
Florida
$921K -$89.9K -3,524 -9%
GPA
40
Guidance Point Advisors
Massachusetts
$903K +$969 +38 +0.1%
CIC
41
Carnegie Investment Counsel
Ohio
$871K -$24.8K -970 -3%
DC
42
Davenport & Co
Virginia
$871K – – –
APP
43
Avantax Planning Partners
Iowa
$865K +$34.9K +1,368 +4%
APA
44
American Portfolios Advisors
New York
$757K – – –
BA
45
Boston Advisors
Massachusetts
$752K -$31.9K -1,249 -4%
CIA
46
Covington Investment Advisors
Pennsylvania
$748K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$737K +$737K +28,867 New
RFC
48
Regions Financial Corp
Alabama
$722K +$1.99K +78 +0.3%
DP
49
Denver PWM
Colorado
$701K +$740 +29 +0.1%
TF
50
TLWM Financial
Texas
$688K – – –
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