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

91 hedge funds and large institutions have $184M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.29M
2
Jane Street
Jane Street
New York
$3.35M
3
AssetMark Inc
AssetMark Inc
California
$4.94M
4
Bank of America
Bank of America
North Carolina
$13.1M
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$0
2
ADL
Asset Dedication LLC
California
$940K
3
MHS
M Holdings Securities
Oregon
$0
4
VCM
Vigilant Capital Management
Maine
$840K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$417K +$31.8K +1,258 +8%
SBL
52
Sargent Bickham Lagudis
Colorado
$382K – – –
CG
53
Colony Group
Massachusetts
$352K -$2.65K -105 -0.7%
MIH
54
Madison Investment Holdings
Wisconsin
$338K +$338K +13,401 New
MML Investors Services
55
MML Investors Services
Massachusetts
$309K +$5.08K +201 +2%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$300K +$4.55K +180 +2%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$288K -$335K -13,219 Closed
AEPG
58
American Economic Planning Group
New Jersey
$263K +$631 +25 +0.2%
AG
59
Advisor Group
Arizona
$254K +$49.2K +1,953 +24%
1IA
60
1834 Investment Advisors
Wisconsin
$248K – – –
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$240K -$598K -23,729 -71%
AAM
62
Autus Asset Management
Arizona
$240K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$236K +$4.3K +170 +2%
JIP
64
Jaffetilchin Investment Partners
Florida
$235K +$235K +9,315 New
AWA
65
ARS Wealth Advisors
Florida
$232K – – –
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$222K +$15.9K +631 +8%
IA
67
Independence Advisors
Pennsylvania
$208K – – –
SSB
68
Sandy Spring Bank
Maryland
$208K +$63.1K +2,495 +44%
OIA
69
OneDigital Investment Advisors
Kansas
$206K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$164K – – –
IA
71
IFP Advisors
Florida
$159K +$56.6K +2,234 +55%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$156K -$79.4K -3,148 -34%
LF
73
Lee Financial
Texas
$155K – – –
MA
74
MCF Advisors
Kentucky
$148K +$152 +6 +0.1%
PA
75
Parallel Advisors
California
$104K +$22.9K +904 +28%
1 2
3
4 5