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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44 hedge funds and large institutions have $68M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$4.58M
2
UBS Group
2
UBS Group
Switzerland
$5.45M
3
Wells Fargo
3
Wells Fargo
California
$6.49M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.4M
5
UCFA
5
United Capital Financial Advisors
Texas
$4.45M

Top Sellers

1
Jane Street
1
Jane Street
New York
$238K
2
Bank of America
2
Bank of America
North Carolina
$6.94M
3
VKH
3
Virtu KCG Holdings
New York
$351K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$384K
5
LPL Financial
5
LPL Financial
California
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$7.03M +$80.7K +3,106 +1%
Bank of America
2
Bank of America
North Carolina
$6.94M -$505K -19,459 -7%
Wells Fargo
3
Wells Fargo
California
$6.49M +$1.65M +63,678 +34%
UBS Group
4
UBS Group
Switzerland
$5.45M +$1.76M +67,829 +48%
VCM
5
Vigilant Capital Management
Maine
$4.93M +$894K +34,440 +22%
SEIA
6
Signature Estate & Investment Advisors
California
$4.58M +$4.58M +176,512 New
UCFA
7
United Capital Financial Advisors
Texas
$4.45M +$1.28M +49,241 +40%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.4M +$1.34M +51,557 +44%
LNC
9
Lincoln National Corp
Pennsylvania
$3.71M +$1.13M +43,398 +44%
Morgan Stanley
10
Morgan Stanley
New York
$3.46M -$48.6K -1,874 -1%
CIM
11
Confluence Investment Management
Missouri
$2.77M +$651K +25,063 +31%
TC
12
Trust Company
Kansas
$1.99M +$102K +3,943 +5%
NC
13
NewSquare Capital
Pennsylvania
$955K +$97.1K +3,739 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$926K +$926K +35,661 New
Ameriprise
15
Ameriprise
Minnesota
$882K +$66.9K +2,576 +8%
PAG
16
Private Advisor Group
New Jersey
$832K +$467K +17,996 +128%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$767K -$24.5K -945 -3%
US Bancorp
18
US Bancorp
Minnesota
$631K +$631K +24,303 New
DC
19
Davenport & Co
Virginia
$624K +$26K +1,000 +4%
BA
20
Boston Advisors
Massachusetts
$598K +$12.4K +477 +2%
ADL
21
Asset Dedication LLC
California
$521K +$287K +11,059 +123%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$445K +$148K +5,700 +50%
LPT
23
Legacy Private Trust
Wisconsin
$431K +$59.7K +2,300 +16%
SBL
24
Sargent Bickham Lagudis
Colorado
$393K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$384K -$435K -16,744 -53%
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