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 %
DADC
51
D.A. Davidson & Co
Montana
$757K +$757K +29,680 New
APP
52
Avantax Planning Partners
Iowa
$681K
VA
53
Valmark Advisers
Ohio
$661K -$31.7K -1,243 -5%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$645K -$35K -1,373 -5%
SIC
55
Sigma Investment Counselors
Michigan
$639K -$72K -2,826 -10%
Truist Financial
56
Truist Financial
North Carolina
$639K +$639K +25,059 New
TF
57
TLWM Financial
Texas
$636K -$51K -2,000 -7%
Osaic Holdings
58
Osaic Holdings
Arizona
$616K -$217K -8,519 -26%
EPP
59
ETF Portfolio Partners
Kansas
$613K
CBFP
60
Cedar Brook Financial Partners
Ohio
$605K +$535 +21 +0.1%
SSB
61
Sandy Spring Bank
Maryland
$556K +$54.8K +2,150 +11%
BRWA
62
B. Riley Wealth Advisors
Florida
$548K +$548K +21,495 New
GEA
63
Glen Eagle Advisors
New Jersey
$520K
SW
64
SlateStone Wealth
Florida
$509K
CDIA
65
Capital Directions Investment Advisors
Georgia
$502K
ADL
66
Asset Dedication LLC
California
$499K -$130K -5,100 -21%
RHP
67
Royal Harbor Partners
Texas
$499K -$124K -4,861 -20%
PA
68
Prism Advisors
California
$485K
LNC
69
Lincoln National Corp
Pennsylvania
$459K -$269K -10,540 -37%
FFW
70
Fusion Family Wealth
New York
$399K -$3.79M -149,030 -90%
AFP
71
Ausdal Financial Partners
Iowa
$397K -$22K -865 -5%
DP
72
Denver PWM
Colorado
$389K -$193K -7,583 -33%
SPA
73
Sentinel Pension Advisors
Massachusetts
$386K -$1.13M -44,247 -74%
SBL
74
Sargent Bickham Lagudis
Colorado
$385K
GFPC
75
Global Financial Private Client
Florida
$378K +$2.98K +117 +0.8%