IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

62 hedge funds and large institutions have $137M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
40
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14.1M +$1.34M +52,241 +11%
UBS Group
2
UBS Group
Switzerland
$13M +$1.78M +69,410 +16%
Bank of America
3
Bank of America
North Carolina
$9.68M +$1.43M +55,803 +17%
Morgan Stanley
4
Morgan Stanley
New York
$9.67M +$299K +11,629 +3%
US Bancorp
5
US Bancorp
Minnesota
$9.3M +$1.75M +68,139 +23%
Wells Fargo
6
Wells Fargo
California
$7.42M +$921K +35,827 +14%
VCM
7
Vigilant Capital Management
Maine
$6.5M +$1.69M +65,855 +35%
GA
8
Gateway Advisory
New Jersey
$6.45M +$67.2K +2,615 +1%
BTS
9
BB&T Securities
Virginia
$5.76M +$213K +8,272 +4%
SEIA
10
Signature Estate & Investment Advisors
California
$5.49M -$269K -10,466 -5%
UCFA
11
United Capital Financial Advisors
Texas
$5.16M +$322K +12,532 +7%
CIM
12
Confluence Investment Management
Missouri
$4.43M +$141K +5,489 +3%
LNC
13
Lincoln National Corp
Pennsylvania
$4.35M +$510K +19,849 +13%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.11M +$155K +6,037 +4%
PAG
15
Private Advisor Group
New Jersey
$2.66M +$307K +11,970 +13%
LIM
16
Leavell Investment Management
Alabama
$2.6M +$1.36M +52,997 +110%
ADL
17
Asset Dedication LLC
California
$2.46M +$228K +8,872 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.22M +$1.4M +54,336 +169%
AssetMark Inc
19
AssetMark Inc
California
$2.11M +$225K +8,756 +12%
LPL Financial
20
LPL Financial
California
$1.88M +$475K +18,482 +34%
FFW
21
Fusion Family Wealth
New York
$1.74M +$65K +2,529 +4%
PFM
22
Phillips Financial Management
Indiana
$1.32M +$58.8K +2,287 +5%
Mariner
23
Mariner
Kansas
$1.08M +$264K +10,260 +32%
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$1.02M
BA
25
Boston Advisors
Massachusetts
$856K +$17.7K +690 +2%