IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

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
Name Holding Trade Value Shares
Change
Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$681K +$715 +28 +0.1%
SIC
52
Sigma Investment Counselors
Michigan
$637K +$196K +7,665 +44%
VA
53
Valmark Advisers
Ohio
$615K -$613 -24 -0.1%
AWM
54
Alterna Wealth Management
Texas
$607K +$185K +7,226 +44%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$578K +$347K +13,597 +150%
SWP
56
Stratos Wealth Partners
Ohio
$573K +$51.2K +2,004 +10%
WI
57
WrapManager Inc
California
$547K -$16.5K -648 -3%
GEA
58
Glen Eagle Advisors
New Jersey
$531K -$2.55K -100 -0.5%
EPP
59
ETF Portfolio Partners
Kansas
$514K
CDIA
60
Capital Directions Investment Advisors
Georgia
$503K
PA
61
Prism Advisors
California
$486K
SSB
62
Sandy Spring Bank
Maryland
$469K +$164K +6,435 +54%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$453K -$8.12K -318 -2%
Jane Street
64
Jane Street
New York
$442K -$5.42M -212,151 -92%
GIM
65
Greenwich Investment Management
Connecticut
$433K -$161K -6,310 -27%
AG
66
Advisor Group
Arizona
$433K +$20.5K +800 +5%
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
$420K +$82.8K +3,245 +25%
OIA
68
OneDigital Investment Advisors
Kansas
$411K +$411K +16,093 New
ADL
69
Asset Dedication LLC
California
$403K -$568K -22,316 -59%
MML Investors Services
70
MML Investors Services
Massachusetts
$397K -$184K -7,201 -32%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$396K -$91K -3,557 -19%
SBL
72
Sargent Bickham Lagudis
Colorado
$386K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$381K +$26.6K +1,043 +8%
VCM
74
Vigilant Capital Management
Maine
$379K +$12.5K +490 +3%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$372K +$92.2K +3,614 +33%