IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

124 hedge funds and large institutions have $230M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
51
Kathmere Capital Management
Pennsylvania
$799K +$799K +31,312 New
SIC
52
Sigma Investment Counselors
Michigan
$787K +$150K +5,900 +24%
RFC
53
Regions Financial Corp
Alabama
$771K +$49.6K +1,943 +7%
APA
54
American Portfolios Advisors
New York
$757K
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$736K -$306 -12 -0%
TF
56
TLWM Financial
Texas
$688K
CBFP
57
Cedar Brook Financial Partners
Ohio
$682K +$1.02K +40 +0.1%
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$675K +$255K +10,006 +61%
DP
59
Denver PWM
Colorado
$665K -$36.8K -1,440 -5%
VA
60
Valmark Advisers
Ohio
$613K -$1.81K -71 -0.3%
EPP
61
ETF Portfolio Partners
Kansas
$613K +$99.9K +3,916 +19%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$603K +$603K +23,610 New
SWP
63
Stratos Wealth Partners
Ohio
$573K
ADL
64
Asset Dedication LLC
California
$562K +$158K +6,197 +39%
RHP
65
Royal Harbor Partners
Texas
$548K +$548K +21,477 New
Jane Street
66
Jane Street
New York
$537K +$94.8K +3,710 +21%
GEA
67
Glen Eagle Advisors
New Jersey
$520K -$10.2K -400 -2%
SW
68
SlateStone Wealth
Florida
$510K +$510K +19,972 New
CDIA
69
Capital Directions Investment Advisors
Georgia
$502K
SSB
70
Sandy Spring Bank
Maryland
$501K +$32.6K +1,280 +7%
PA
71
Prism Advisors
California
$485K
SWM
72
Shakespeare Wealth Management
Wisconsin
$485K +$485K +18,987 New
AWM
73
Alterna Wealth Management
Texas
$484K -$122K -4,783 -20%
AG
74
Advisor Group
Arizona
$462K +$29.4K +1,151 +7%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$422K -$31.3K -1,225 -7%