IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

35 hedge funds and large institutions have $46.3M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and closing their positions.

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.88M 308,472 +30,724 +11%
Bank of America
2
Bank of America
North Carolina
$6.57M 257,448 -54,020 -17%
Wells Fargo
3
Wells Fargo
California
$4.03M 157,762 +102,839 +187%
UBS Group
4
UBS Group
Switzerland
$3.32M 129,872 +41,677 +47%
VCM
5
Vigilant Capital Management
Maine
$2.84M 111,120 +21,115 +23%
UCFA
6
United Capital Financial Advisors
Texas
$2.65M 103,738 -1,652 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2.59M 101,510 +57,440 +130%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.43M 95,211 -2,485 -3%
Jane Street
9
Jane Street
New York
$2.38M 93,330 +34,862 +60%
CIM
10
Confluence Investment Management
Missouri
$1.82M 71,115 +8,064 +13%
TC
11
Trust Company
Kansas
$1.81M 70,960 -655 -0.9%
LNC
12
Lincoln National Corp
Pennsylvania
$921K 35,841 +20,991 +141%
VKH
13
Virtu KCG Holdings
New York
$851K 33,343 +33,343 New
NC
14
NewSquare Capital
Pennsylvania
$792K 31,016 -3,144 -9%
CG
15
Colony Group
Massachusetts
$729K 28,547 +700 +3%
Ameriprise
16
Ameriprise
Minnesota
$652K 25,536 +709 +3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$652K 25,525 +7,750 +44%
DC
18
Davenport & Co
Virginia
$588K 23,045 +400 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$476K 18,658 +18,658 New
LPL Financial
20
LPL Financial
California
$415K 16,214 +8,351 +106%
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$292K 11,425 +1,600 +16%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$282K 11,064
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$262K 10,254 +2,355 +30%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$255K 9,998 +9,998 New
AWA
25
ARS Wealth Advisors
Florida
$234K 9,175