IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

29 hedge funds and large institutions have $38.8M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.96M +$3.78M +147,926 +90%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.1M +$557K +21,770 +9%
UCFA
3
United Capital Financial Advisors
Texas
$2.69M +$790K +30,906 +41%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.5M +$678K +26,510 +37%
VCM
5
Vigilant Capital Management
Maine
$2.3M +$210K +8,205 +10%
UBS Group
6
UBS Group
Switzerland
$2.25M +$118K +4,609 +6%
TC
7
Trust Company
Kansas
$1.83M +$1.04M +40,641 +131%
CIM
8
Confluence Investment Management
Missouri
$1.61M -$3.89K -152 -0.2%
Jane Street
9
Jane Street
New York
$1.49M -$400K -15,662 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.45M +$1.45M +56,688 New
Wells Fargo
11
Wells Fargo
California
$1.4M +$411K +16,086 +41%
Morgan Stanley
12
Morgan Stanley
New York
$1.13M +$406K +15,891 +56%
NC
13
NewSquare Capital
Pennsylvania
$873K -$330K -12,930 -27%
CG
14
Colony Group
Massachusetts
$712K -$15.3K -598 -2%
Ameriprise
15
Ameriprise
Minnesota
$635K +$264K +10,324 +71%
DC
16
Davenport & Co
Virginia
$579K +$166K +6,495 +40%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$454K +$176K +6,900 +63%
LNC
18
Lincoln National Corp
Pennsylvania
$379K +$60.1K +2,355 +19%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$283K -$30.4K -1,190 -10%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$251K +$251K +9,825 New
AWA
21
ARS Wealth Advisors
Florida
$235K
PFS
22
Prospera Financial Services
Texas
$204K +$204K +8,000 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$202K +$202K +7,899 New
LPL Financial
24
LPL Financial
California
$201K +$201K +7,863 New
AIG
25
American International Group
New York
$60K +$179 +7 +0.3%