IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

38 hedge funds and large institutions have $53.1M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.39M +$760K +29,500 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.89M -$1.05M -40,915 -13%
Wells Fargo
3
Wells Fargo
California
$4.8M +$737K +28,623 +18%
VCM
4
Vigilant Capital Management
Maine
$4.01M +$1.14M +44,434 +40%
UBS Group
5
UBS Group
Switzerland
$3.66M +$310K +12,057 +9%
Morgan Stanley
6
Morgan Stanley
New York
$3.48M +$863K +33,505 +33%
UCFA
7
United Capital Financial Advisors
Texas
$3.14M +$468K +18,174 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.04M +$588K +22,820 +24%
LNC
9
Lincoln National Corp
Pennsylvania
$2.56M +$1.64M +63,724 +178%
CIM
10
Confluence Investment Management
Missouri
$2.1M +$268K +10,405 +15%
TC
11
Trust Company
Kansas
$1.87M +$44.6K +1,731 +2%
Jane Street
12
Jane Street
New York
$1.3M -$1.1M -42,737 -46%
NC
13
NewSquare Capital
Pennsylvania
$851K +$52.2K +2,027 +7%
VKH
14
Virtu KCG Holdings
New York
$845K -$14K -542 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$812K +$786K +30,532 +3,053%
Ameriprise
16
Ameriprise
Minnesota
$808K +$151K +5,853 +23%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$785K +$128K +4,950 +19%
DC
18
Davenport & Co
Virginia
$594K
BA
19
Boston Advisors
Massachusetts
$581K +$581K +22,551 New
LPL Financial
20
LPL Financial
California
$503K +$84.7K +3,282 +20%
SBL
21
Sargent Bickham Lagudis
Colorado
$389K +$389K +15,121 New
LPT
22
Legacy Private Trust
Wisconsin
$368K +$368K +14,300 New
PAG
23
Private Advisor Group
New Jersey
$362K +$362K +14,053 New
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$294K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$264K +$26 +1 +0%