IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

117 hedge funds and large institutions have $198M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
76
Global Financial Private Client
Florida
$371K -$1.84K -73 -0.5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$370K -$8.49K -335 -2%
SCG
78
Sonata Capital Group
Washington
$353K
VCM
79
Vigilant Capital Management
Maine
$313K -$59.1K -2,330 -16%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$292K -$9.15K -360 -3%
AAM
81
Autus Asset Management
Arizona
$292K
PWS
82
Peloton Wealth Strategists
Indiana
$279K +$50.7K +2,000 +22%
IWC
83
Integrated Wealth Concepts
Massachusetts
$263K -$57.7K -2,277 -18%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$255K -$276K
EA
85
Emerald Advisors
Washington
$255K
SWP
86
Stratos Wealth Partners
Ohio
$252K -$317K -12,500 -56%
AWA
87
ARS Wealth Advisors
Florida
$233K
FAIM
88
Financial Advocates Investment Management
Washington
$231K +$231K +9,091 New
1IA
89
1834 Investment Advisors
Wisconsin
$221K
DCM
90
Donaldson Capital Management
Indiana
$215K +$215K +8,467 New
NA
91
NewEdge Advisors
Louisiana
$214K -$4.39M -173,149 -95%
OIA
92
OneDigital Investment Advisors
Kansas
$209K
OPS
93
Orion Portfolio Solutions
Nebraska
$207K +$207K +8,175 New
AIP
94
Ameritas Investment Partners
Nebraska
$204K -$21.5K -850 -10%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$203K -$394K -15,576 -66%
GIM
96
Greenwich Investment Management
Connecticut
$202K -$109K -4,300 -35%
LF
97
Lee Financial
Texas
$156K
NCM
98
New Capital Management
Texas
$109K
PA
99
Parallel Advisors
California
$104K -$1.44K -57 -1%
ASN
100
Advisory Services Network
Georgia
$103K +$2.08K +82 +2%