IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

75 hedge funds and large institutions have $150M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
34
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M +$806K +31,786 +6%
UBS Group
2
UBS Group
Switzerland
$11.5M -$1.37M -54,179 -11%
Bank of America
3
Bank of America
North Carolina
$10.5M +$919K +36,223 +10%
US Bancorp
4
US Bancorp
Minnesota
$9.85M +$672K +26,518 +7%
Morgan Stanley
5
Morgan Stanley
New York
$9.48M -$62.6K -2,470 -0.7%
VCM
6
Vigilant Capital Management
Maine
$7.62M +$1.21M +47,578 +19%
Wells Fargo
7
Wells Fargo
California
$7.2M -$119K -4,678 -2%
Jane Street
8
Jane Street
New York
$6.89M +$6.63M +261,347 +2,571%
LNC
9
Lincoln National Corp
Pennsylvania
$6.66M +$2.37M +93,546 +55%
GA
10
Gateway Advisory
New Jersey
$5.95M -$414K -16,318 -7%
UCFA
11
United Capital Financial Advisors
Texas
$5.25M +$153K +6,040 +3%
SEIA
12
Signature Estate & Investment Advisors
California
$5.13M -$287K -11,321 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.47M +$420K +16,550 +10%
CIM
14
Confluence Investment Management
Missouri
$4.39M +$21.5K +847 +0.5%
LPL Financial
15
LPL Financial
California
$4.29M +$2.43M +95,857 +131%
PAG
16
Private Advisor Group
New Jersey
$2.67M +$44.4K +1,752 +2%
FFW
17
Fusion Family Wealth
New York
$2.66M +$940K +37,079 +55%
LIM
18
Leavell Investment Management
Alabama
$2.59M +$25.4K +1,000 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.4M +$206K +8,134 +9%
AssetMark Inc
20
AssetMark Inc
California
$2.31M +$222K +8,765 +11%
ADL
21
Asset Dedication LLC
California
$2.25M -$182K -7,163 -7%
PFM
22
Phillips Financial Management
Indiana
$1.63M +$320K +12,616 +24%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$1.08M +$71.7K +2,830 +7%
Mariner
24
Mariner
Kansas
$1.04M -$21.9K -865 -2%
Ameriprise
25
Ameriprise
Minnesota
$884K +$149K +5,872 +20%