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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61 hedge funds and large institutions have $124M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$12.7M
2
AssetMark Inc
AssetMark Inc
California
$1.88M
3
US Bancorp
US Bancorp
Minnesota
$7.52M
4
Bank of America
Bank of America
North Carolina
$8.21M
5
LIM
Leavell Investment Management
Alabama
$1.23M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$6.47M
2
NC
NewSquare Capital
Pennsylvania
$23K
3
Jane Street
Jane Street
New York
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$478K
5
RCAG
Rehmann Capital Advisory Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$12.7M +$4.18M +163,297 +49%
UBS Group
2
UBS Group
Switzerland
$11.2M -$226K -8,850 -2%
Morgan Stanley
3
Morgan Stanley
New York
$9.34M +$256K +9,989 +3%
Bank of America
4
Bank of America
North Carolina
$8.21M +$1.46M +56,962 +22%
US Bancorp
5
US Bancorp
Minnesota
$7.52M +$1.46M +56,962 +24%
Wells Fargo
6
Wells Fargo
California
$6.47M -$2.59M -101,240 -29%
GA
7
Gateway Advisory
New Jersey
$6.35M +$214K +8,358 +3%
SEIA
8
Signature Estate & Investment Advisors
California
$5.73M +$163K +6,388 +3%
BTS
9
BB&T Securities
Virginia
$5.52M +$664K +25,943 +14%
UCFA
10
United Capital Financial Advisors
Texas
$4.82M +$90.4K +3,533 +2%
VCM
11
Vigilant Capital Management
Maine
$4.79M +$134K +5,225 +3%
CIM
12
Confluence Investment Management
Missouri
$4.27M +$93.5K +3,654 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.94M +$290K +11,349 +8%
LNC
14
Lincoln National Corp
Pennsylvania
$3.82M +$11.4K +444 +0.3%
TC
15
Trust Company
Kansas
$3.46M +$551K +21,547 +19%
PAG
16
Private Advisor Group
New Jersey
$2.34M -$154K -6,019 -6%
ADL
17
Asset Dedication LLC
California
$2.22M +$172K +6,722 +8%
AssetMark Inc
18
AssetMark Inc
California
$1.88M +$1.88M +73,494 New
FFW
19
Fusion Family Wealth
New York
$1.67M +$227K +8,863 +16%
LPL Financial
20
LPL Financial
California
$1.4M +$114K +4,444 +9%
GWA
21
Guidant Wealth Advisors
Illinois
$1.39M +$44.7K +1,745 +3%
PFM
22
Phillips Financial Management
Indiana
$1.26M +$4.6K +179 +0.4%
LIM
23
Leavell Investment Management
Alabama
$1.23M +$1.23M +48,000 New
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$1.01M – – –
BA
25
Boston Advisors
Massachusetts
$834K +$41.3K +1,615 +5%
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