IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

119 hedge funds and large institutions have $201M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.09M -$2.15M -84,532 Closed
FPS
27
Fieldpoint Private Securities
Connecticut
$2.08M +$412K +16,173 +25%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.89M +$113K +4,431 +6%
Ameriprise
29
Ameriprise
Minnesota
$1.36M +$107K +4,214 +9%
FC
30
Ferris Capital
Massachusetts
$1.2M +$484 +19 +0%
PWM
31
Paulson Wealth Management
Illinois
$1.14M -$167K -6,568 -13%
RJA
32
Raymond James & Associates
Florida
$1.11M -$111K -4,348 -9%
ANTB
33
AMG National Trust Bank
Colorado
$1.1M
VNA
34
Valley National Advisers
Pennsylvania
$1.05M -$174K -6,812 -14%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$1.03M +$52.5K +2,060 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.02M -$3.91M -153,417 -79%
AWM
37
Altium Wealth Management
New York
$998K +$11.5K +450 +1%
PWM
38
Praetorian Wealth Management
California
$922K +$922K +36,178 New
SPP
39
Single Point Partners
Massachusetts
$909K -$48.5K -1,903 -5%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$906K +$41.5K +1,628 +5%
CIA
41
Covington Investment Advisors
Pennsylvania
$894K -$21.9K -860 -2%
RFC
42
Regions Financial Corp
Alabama
$888K +$102K +4,009 +13%
APA
43
American Portfolios Advisors
New York
$851K +$70.1K +2,750 +9%
FNC
44
First National Corp
Massachusetts
$822K -$206K -8,070 -20%
GPA
45
Guidance Point Advisors
Massachusetts
$822K +$35.8K +1,406 +5%
CIC
46
Carnegie Investment Counsel
Ohio
$815K -$14.7K -578 -2%
Stifel Financial
47
Stifel Financial
Missouri
$815K
KCM
48
Kathmere Capital Management
Pennsylvania
$803K +$2.65K +104 +0.3%
DC
49
Davenport & Co
Virginia
$787K -$93K -3,650 -11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$782K