IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

24 hedge funds and large institutions have $28.6M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$6.47M +$1.34M +53,113 +26%
Bank of America
2
Bank of America
North Carolina
$4.13M +$3.52M +139,563 +582%
UBS Group
3
UBS Group
Switzerland
$2.11M -$1.62M -64,069 -43%
VCM
4
Vigilant Capital Management
Maine
$2.07M +$255K +10,095 +14%
UCFA
5
United Capital Financial Advisors
Texas
$1.88M +$21.4K +846 +1%
Jane Street
6
Jane Street
New York
$1.87M +$1.87M +74,130 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.8M +$1.8M +71,186 New
CIM
8
Confluence Investment Management
Missouri
$1.6M +$229K +9,050 +17%
NC
9
NewSquare Capital
Pennsylvania
$1.19M +$134K +5,310 +13%
Wells Fargo
10
Wells Fargo
California
$981K -$3.41K -135 -0.3%
TC
11
Trust Company
Kansas
$782K +$402K +15,934 +106%
CG
12
Colony Group
Massachusetts
$718K +$270K +10,695 +60%
Morgan Stanley
13
Morgan Stanley
New York
$711K +$354K +14,023 +99%
DC
14
Davenport & Co
Virginia
$408K +$154K +6,080 +60%
Ameriprise
15
Ameriprise
Minnesota
$366K +$366K +14,503 New
MAA
16
Managed Account Advisors
New Jersey
$350K +$250K +9,909 +250%
LNC
17
Lincoln National Corp
Pennsylvania
$317K +$317K +12,495 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$309K +$5.02K +199 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$275K +$275K +10,875 New
AWA
20
ARS Wealth Advisors
Florida
$232K
AIG
21
American International Group
New York
$59.1K +$39.1K +1,548 +195%
MFS
22
MSI Financial Services
Massachusetts
$12K +$12K +458 New
AIA
23
Alerus Investment Advisors
Minnesota
$6K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$805K -31,701 Closed
ONB
25
Old National Bancorp
Indiana
-$229K -9,000 Closed