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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91 hedge funds and large institutions have $169M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
44
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$16.3M
2
PAG
Private Advisor Group
New Jersey
$3.73M
3
FFW
Fusion Family Wealth
New York
$5.13M
4
FPS
Fieldpoint Private Securities
Connecticut
$1.65M
5
PFM
Phillips Financial Management
Indiana
$2.63M

Top Sellers

1
VCM
Vigilant Capital Management
Maine
$1.47M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
UBS Group
UBS Group
Switzerland
$11.2M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
CIM
Confluence Investment Management
Missouri
$5.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$16.9M +$688K +27,103 +4%
US Bancorp
2
US Bancorp
Minnesota
$16.3M +$3.58M +140,982 +28%
Morgan Stanley
3
Morgan Stanley
New York
$11.5M +$377K +14,873 +3%
UBS Group
4
UBS Group
Switzerland
$11.2M -$748K -29,486 -6%
Bank of America
5
Bank of America
North Carolina
$11.2M -$396K -15,591 -3%
Wells Fargo
6
Wells Fargo
California
$10.4M +$75.2K +2,961 +0.7%
GA
7
Gateway Advisory
New Jersey
$6.15M +$208K +8,177 +3%
UCFA
8
United Capital Financial Advisors
Texas
$6.15M +$253K +9,956 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.08M +$527K +20,748 +9%
SEIA
10
Signature Estate & Investment Advisors
California
$5.31M -$94.9K -3,738 -2%
LPL Financial
11
LPL Financial
California
$5.14M +$244K +9,599 +5%
FFW
12
Fusion Family Wealth
New York
$5.13M +$2.14M +84,345 +72%
CIM
13
Confluence Investment Management
Missouri
$5.04M -$96.8K -3,816 -2%
PAG
14
Private Advisor Group
New Jersey
$3.73M +$2.52M +99,469 +209%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.47M +$836K +32,942 +32%
ADL
16
Asset Dedication LLC
California
$3.03M -$432 -17 -0%
LIM
17
Leavell Investment Management
Alabama
$2.98M +$140K +5,500 +5%
LNC
18
Lincoln National Corp
Pennsylvania
$2.8M +$260K +10,249 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.71M +$272K +10,717 +11%
PFM
20
Phillips Financial Management
Indiana
$2.63M +$1M +39,538 +62%
AssetMark Inc
21
AssetMark Inc
California
$2.4M +$26.3K +1,035 +1%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.71M +$52.1K +2,051 +3%
FPS
23
Fieldpoint Private Securities
Connecticut
$1.65M +$1.65M +65,000 New
Mariner
24
Mariner
Kansas
$1.61M +$134K +5,278 +9%
Stifel Financial
25
Stifel Financial
Missouri
$1.58M +$420K +16,508 +36%
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