IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

114 hedge funds and large institutions have $221M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
54
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$309K -$6.38K -250 -2%
AFP
77
Ausdal Financial Partners
Iowa
$307K +$10.4K +409 +4%
SB
78
Suntrust Banks
Georgia
$301K
GIM
79
Greenwich Investment Management
Connecticut
$293K
AAM
80
Autus Asset Management
Arizona
$293K
1IA
81
1834 Investment Advisors
Wisconsin
$291K +$24K +940 +9%
SSB
82
Sandy Spring Bank
Maryland
$287K +$52.3K +2,050 +22%
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$281K -$305K
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$280K +$280K +10,968 New
IWC
85
Integrated Wealth Concepts
Massachusetts
$265K +$265K +10,400 New
TTWM
86
TCV Trust & Wealth Management
Virginia
$260K -$123K -4,825 -32%
JIP
87
Jaffetilchin Investment Partners
Florida
$239K +$510 +20 +0.2%
AWA
88
ARS Wealth Advisors
Florida
$234K
AIP
89
Ameritas Investment Partners
Nebraska
$230K +$14K +550 +6%
FAIM
90
Financial Advocates Investment Management
Washington
$221K +$221K +8,678 New
SWAG
91
Spectrum Wealth Advisory Group
California
$201K +$201K +7,901 New
ANTB
92
AMG National Trust Bank
Colorado
$200K +$200K +7,858 New
FCA
93
FinTrust Capital Advisors
South Carolina
$165K
LF
94
Lee Financial
Texas
$157K
MA
95
MCF Advisors
Kentucky
$150K +$128 +5 +0.1%
WCG
96
Weaver Consulting Group
California
$128K +$128K +5,000 New
NCM
97
New Capital Management
Texas
$109K +$34.4K +1,493 +46%
PA
98
Parallel Advisors
California
$106K
Citigroup
99
Citigroup
New York
$102K
WF
100
WealthTrust Fairport
Ohio
$100K