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 %
IWC
76
Integrated Wealth Concepts
Massachusetts
$333K +$38.9K +1,523 +13%
AFP
77
Ausdal Financial Partners
Iowa
$310K +$639 +25 +0.2%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$305K -$3.7K -145 -1%
SCG
79
Sonata Capital Group
Washington
$301K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$297K +$297K +11,642 New
AAM
81
Autus Asset Management
Arizona
$294K
Luther King Capital Management (LKCM)
82
Luther King Capital Management (LKCM)
Texas
$281K -$282K
AEPG
83
American Economic Planning Group
New Jersey
$279K -$60.5K -2,370 -18%
Citadel Advisors
84
Citadel Advisors
Florida
$270K +$270K +10,591 New
AWA
85
ARS Wealth Advisors
Florida
$234K
FAIM
86
Financial Advocates Investment Management
Washington
$232K +$3.83K +150 +2%
PWS
87
Peloton Wealth Strategists
Indiana
$230K +$230K +9,000 New
LFAS
88
Level Four Advisory Services
Texas
$230K +$230K +9,000 New
AIP
89
Ameritas Investment Partners
Nebraska
$227K
1IA
90
1834 Investment Advisors
Wisconsin
$222K -$77.1K -3,025 -26%
SEIA
91
Signature Estate & Investment Advisors
California
$221K +$20.9K +820 +10%
DAS
92
Dynamic Advisor Solutions
Arizona
$200K
FCA
93
FinTrust Capital Advisors
South Carolina
$166K
LF
94
Lee Financial
Texas
$157K
MA
95
MCF Advisors
Kentucky
$150K +$179 +7 +0.1%
GWAG
96
Garrett Wealth Advisory Group
Texas
$149K +$149K +5,830 New
WCG
97
Weaver Consulting Group
California
$128K
VFA
98
Valeo Financial Advisors
Indiana
$125K +$125K +4,900 New
NCM
99
New Capital Management
Texas
$110K +$332 +13 +0.3%
PA
100
Parallel Advisors
California
$106K