IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Overview Fund Activity
Delisted

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

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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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.91M
2
Jane Street
Jane Street
New York
+$4.27M
3
BPA
Beacon Pointe Advisors
California
+$2.41M
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$2.21M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.75M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$4.94M
2
CIM
Confluence Investment Management
Missouri
-$4.59M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.56M
4
NA
NewEdge Advisors
Louisiana
-$4.39M
5
Bank of America
Bank of America
North Carolina
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$101K – – –
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K – – –
MA
103
MCF Advisors
Kentucky
$98K -$50.9K -2,013 -34%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$79K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$66K +$126 +5 +0.2%
IA
106
IFP Advisors
Florida
$61K – – –
AIC
107
Ameritas Investment Company
Nebraska
$55K +$11.5K +452 +26%
BWP
108
Baldwin Wealth Partners
Massachusetts
$50K – – –
PB
109
Pinnacle Bancorp
Nebraska
$36K +$36K +1,400 New
WTC
110
WhitTier Trust Company
Nevada
$26K – – –
PA
111
Procyon Advisors
Connecticut
$25K +$25K +977 New
FHA
112
Flagship Harbor Advisors
Massachusetts
$20K +$20K +771 New
WQ
113
Wealth Quarterback
New Jersey
$17.6K – – –
AF
114
Advisornet Financial
Minnesota
$17K -$5.8K -225 -25%
SF
115
Synovus Financial
Georgia
$16K +$16K +630 New
CAAS
116
Capital Asset Advisory Services
Michigan
$12K – – –
CTC
117
Central Trust Company
Missouri
$10K – – –
BlackRock
118
BlackRock
New York
$3K -$569 -26 -16%
CIM
119
Confluence Investment Management
Missouri
– -$4.59M -179,667 Closed
SWM
120
Shakespeare Wealth Management
Wisconsin
– -$485K -18,987 Closed
MML Investors Services
121
MML Investors Services
Massachusetts
– -$413K -16,197 Closed
IAA
122
Independent Advisor Alliance
North Carolina
– -$371K -14,544 Closed
DC
123
Derby & Company
Massachusetts
– -$361K -14,139 Closed
Truist Financial
124
Truist Financial
North Carolina
– -$282K -11,059 Closed
DAS
125
Dynamic Advisor Solutions
Arizona
– -$200K -7,848 Closed
2 3 4
5
6