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 %
AWM
76
Alterna Wealth Management
Texas
$372K -$72.4K -2,843 -16%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$372K
SCG
78
Sonata Capital Group
Washington
$355K
RCA
79
Resonant Capital Advisors
Wisconsin
$339K -$148K -5,827 -30%
FTUS
80
Flow Traders U.S.
New York
$335K -$2.08M -81,678 -86%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$293K
AAM
82
Autus Asset Management
Arizona
$293K
PWS
83
Peloton Wealth Strategists
Indiana
$280K
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$268K -$349K -13,684 -57%
VCM
85
Vigilant Capital Management
Maine
$261K -$53.9K -2,115 -17%
EA
86
Emerald Advisors
Washington
$255K
SWP
87
Stratos Wealth Partners
Ohio
$254K -$26 -1 -0%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$253K +$47.8K +1,871 +23%
AWA
89
ARS Wealth Advisors
Florida
$234K
IWC
90
Integrated Wealth Concepts
Massachusetts
$229K -$35.2K -1,383 -13%
ACS
91
Archford Capital Strategies
Illinois
$229K +$229K +8,985 New
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$223K -$255K
DCM
93
Donaldson Capital Management
Indiana
$216K
OIA
94
OneDigital Investment Advisors
Kansas
$208K
OPS
95
Orion Portfolio Solutions
Nebraska
$208K
AIP
96
Ameritas Investment Partners
Nebraska
$205K
NA
97
NewEdge Advisors
Louisiana
$200K -$14.8K -582 -7%
DAS
98
Dynamic Advisor Solutions
Arizona
$200K +$200K +7,848 New
LF
99
Lee Financial
Texas
$157K
NCM
100
New Capital Management
Texas
$110K