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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50 hedge funds and large institutions have $87.8M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.66M
2
US Bancorp
2
US Bancorp
Minnesota
$4.08M
3
UBS Group
3
UBS Group
Switzerland
$7.94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M
5
TTWM
5
TCV Trust & Wealth Management
Virginia
$881K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VCM
3
Vigilant Capital Management
Maine
$4.33M
4
Jane Street
4
Jane Street
New York
$0
5
BA
5
Boston Advisors
Massachusetts
$698K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.66M +$4.5M +178,355 +108%
UBS Group
2
UBS Group
Switzerland
$7.94M +$1.66M +65,786 +26%
Bank of America
3
Bank of America
North Carolina
$7.78M +$213K +8,429 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.4M +$231K +9,165 +3%
Wells Fargo
5
Wells Fargo
California
$7.37M -$106K -4,191 -1%
SEIA
6
Signature Estate & Investment Advisors
California
$5.23M -$21.1K -836 -0.4%
UCFA
7
United Capital Financial Advisors
Texas
$5.1M +$237K +9,384 +5%
VCM
8
Vigilant Capital Management
Maine
$4.33M -$628K -24,893 -13%
US Bancorp
9
US Bancorp
Minnesota
$4.08M +$3.13M +123,856 +328%
CIM
10
Confluence Investment Management
Missouri
$3.9M +$487K +19,310 +14%
LNC
11
Lincoln National Corp
Pennsylvania
$3.29M +$98.2K +3,889 +3%
TC
12
Trust Company
Kansas
$2.71M +$281K +11,129 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.38M +$673K +26,650 +39%
PAG
14
Private Advisor Group
New Jersey
$2.01M +$639K +25,202 +47%
ADL
15
Asset Dedication LLC
California
$1.42M +$279K +11,048 +24%
FFW
16
Fusion Family Wealth
New York
$1.3M +$1.3M +51,164 New
PFM
17
Phillips Financial Management
Indiana
$1.25M +$592K +23,309 +91%
Citadel Advisors
18
Citadel Advisors
Florida
$1.04M +$1.04M +41,211 New
TTWM
19
TCV Trust & Wealth Management
Virginia
$881K +$881K +34,895 New
Ameriprise
20
Ameriprise
Minnesota
$860K -$9.37K -371 -1%
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$789K – – –
NC
22
NewSquare Capital
Pennsylvania
$787K -$138K -5,455 -15%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$759K +$58.1K +2,300 +8%
BA
24
Boston Advisors
Massachusetts
$698K -$149K -5,920 -18%
DC
25
Davenport & Co
Virginia
$637K +$25.2K +1,000 +4%
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