IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

84 hedge funds and large institutions have $156M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$16.2M +$1.44M +56,784 +10%
US Bancorp
2
US Bancorp
Minnesota
$12.7M +$2.83M +111,725 +29%
UBS Group
3
UBS Group
Switzerland
$12M +$494K +19,480 +4%
Bank of America
4
Bank of America
North Carolina
$11.6M +$1.08M +42,631 +10%
Morgan Stanley
5
Morgan Stanley
New York
$11.1M +$1.64M +64,533 +17%
Wells Fargo
6
Wells Fargo
California
$10.3M +$3.14M +123,690 +44%
GA
7
Gateway Advisory
New Jersey
$5.94M -$5.96K -235 -0.1%
UCFA
8
United Capital Financial Advisors
Texas
$5.89M +$644K +25,411 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.55M +$1.08M +42,497 +24%
SEIA
10
Signature Estate & Investment Advisors
California
$5.4M +$268K +10,577 +5%
CIM
11
Confluence Investment Management
Missouri
$5.14M +$749K +29,541 +17%
LPL Financial
12
LPL Financial
California
$4.89M +$603K +23,774 +14%
VCM
13
Vigilant Capital Management
Maine
$3.71M -$3.91M -154,113 -51%
ADL
14
Asset Dedication LLC
California
$3.03M +$785K +30,927 +35%
FFW
15
Fusion Family Wealth
New York
$2.98M +$322K +12,716 +12%
LIM
16
Leavell Investment Management
Alabama
$2.84M +$254K +10,000 +10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.64M +$2.64M +103,941 New
LNC
18
Lincoln National Corp
Pennsylvania
$2.54M -$4.12M -162,511 -62%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.44M +$39.7K +1,567 +2%
AssetMark Inc
20
AssetMark Inc
California
$2.37M +$61.8K +2,438 +3%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.66M +$1.28M +50,423 +336%
PFM
22
Phillips Financial Management
Indiana
$1.62M
MHS
23
M Holdings Securities
Oregon
$1.51M +$1.51M +59,638 New
Mariner
24
Mariner
Kansas
$1.48M +$434K +17,108 +42%
PAG
25
Private Advisor Group
New Jersey
$1.21M -$1.46M -57,531 -55%