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 %
AFP
76
Ausdal Financial Partners
Iowa
$419K +$109K +4,267 +35%
MML Investors Services
77
MML Investors Services
Massachusetts
$413K +$16.7K +656 +4%
SBL
78
Sargent Bickham Lagudis
Colorado
$386K
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$381K
GFPC
80
Global Financial Private Client
Florida
$378K +$378K +14,800 New
RCA
81
Resonant Capital Advisors
Wisconsin
$376K +$376K +14,746 New
VCM
82
Vigilant Capital Management
Maine
$375K -$4.22K -165 -1%
IAA
83
Independent Advisor Alliance
North Carolina
$371K +$371K +14,544 New
DC
84
Derby & Company
Massachusetts
$361K +$361K +14,139 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$358K -$37.3K -1,460 -9%
SCG
86
Sonata Capital Group
Washington
$356K +$55.1K +2,155 +18%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$343K -$29.6K -1,159 -8%
IWC
88
Integrated Wealth Concepts
Massachusetts
$323K -$10.3K -404 -3%
Citadel Advisors
89
Citadel Advisors
Florida
$319K +$48.5K +1,898 +18%
GIM
90
Greenwich Investment Management
Connecticut
$313K -$120K -4,700 -28%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$302K -$2.8K -110 -0.9%
AAM
92
Autus Asset Management
Arizona
$293K
Truist Financial
93
Truist Financial
North Carolina
$282K +$282K +11,059 New
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$276K -$281K
EA
95
Emerald Advisors
Washington
$256K +$256K +10,000 New
AWA
96
ARS Wealth Advisors
Florida
$234K
PWS
97
Peloton Wealth Strategists
Indiana
$230K
AIP
98
Ameritas Investment Partners
Nebraska
$227K
1IA
99
1834 Investment Advisors
Wisconsin
$222K
OIA
100
OneDigital Investment Advisors
Kansas
$209K -$202K -7,918 -49%