IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

75 hedge funds and large institutions have $150M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
Independence Advisors
Pennsylvania
$252K +$252K +9,950 New
BCM
52
Brookstone Capital Management
Illinois
$243K -$12.9K -508 -5%
1IA
53
1834 Investment Advisors
Wisconsin
$242K +$242K +9,533 New
AAM
54
Autus Asset Management
Arizona
$241K +$241K +9,500 New
AWA
55
ARS Wealth Advisors
Florida
$233K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$231K +$231K +9,100 New
SEI Investments
57
SEI Investments
Pennsylvania
$210K +$838 +33 +0.4%
OIA
58
OneDigital Investment Advisors
Kansas
$207K +$207K +8,175 New
PWM
59
Paulson Wealth Management
Illinois
$202K +$202K +7,954 New
SWP
60
Stratos Wealth Partners
Ohio
$178K +$178K +7,000 New
VNA
61
Valley National Advisers
Pennsylvania
$174K
NCM
62
New Capital Management
Texas
$163K +$584 +23 +0.4%
IA
63
IFP Advisors
Florida
$153K
AIP
64
Ameritas Investment Partners
Nebraska
$153K +$15.6K +650 +11%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K +$68K +2,681 +89%
AG
66
Advisor Group
Arizona
$118K +$25.3K +1,002 +27%
PA
67
Parallel Advisors
California
$81K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$78K
MCM
69
Monument Capital Management
Virginia
$55K +$55K +2,205 New
CTC
70
Central Trust Company
Missouri
$41K +$41K +1,600 New
AF
71
Advisornet Financial
Minnesota
$38K +$38K +1,510 New
TC
72
Trust Company
Kansas
$11K -$4.18K -162 -28%
First Manhattan
73
First Manhattan
New York
$9K
BlackRock
74
BlackRock
New York
$3K
LPT
75
Legacy Private Trust
Wisconsin
-$722K -28,075 Closed