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 $184M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.29M
2
Jane Street
Jane Street
New York
$3.35M
3
AssetMark Inc
AssetMark Inc
California
$4.94M
4
Bank of America
Bank of America
North Carolina
$13.1M
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$0
2
ADL
Asset Dedication LLC
California
$940K
3
MHS
M Holdings Securities
Oregon
$0
4
VCM
Vigilant Capital Management
Maine
$840K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.1M +$314K +12,428 +2%
US Bancorp
2
US Bancorp
Minnesota
$16.6M +$376K +14,909 +2%
Bank of America
3
Bank of America
North Carolina
$13.1M +$1.96M +77,801 +18%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M +$1.07M +42,479 +9%
Wells Fargo
5
Wells Fargo
California
$11.8M +$1.42M +56,256 +14%
UBS Group
6
UBS Group
Switzerland
$11.7M +$542K +21,473 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.49M +$435K +17,248 +7%
GA
8
Gateway Advisory
New Jersey
$6.34M +$216K +8,539 +4%
LPL Financial
9
LPL Financial
California
$6.1M +$988K +39,152 +19%
UCFA
10
United Capital Financial Advisors
Texas
$5.67M -$452K -17,921 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.29M +$5.29M +209,441 New
FFW
12
Fusion Family Wealth
New York
$5.09M -$6.77K -268 -0.1%
CIM
13
Confluence Investment Management
Missouri
$5.02M +$2.07K +82 +0%
AssetMark Inc
14
AssetMark Inc
California
$4.94M +$2.55M +101,047 +107%
LNC
15
Lincoln National Corp
Pennsylvania
$3.58M +$791K +31,317 +28%
LIM
16
Leavell Investment Management
Alabama
$3.56M +$593K +23,500 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.55M +$96.9K +3,837 +3%
PAG
18
Private Advisor Group
New Jersey
$3.45M -$261K -10,342 -7%
Jane Street
19
Jane Street
New York
$3.35M +$3.01M +119,064 +880%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.9M +$199K +7,876 +7%
RJA
21
Raymond James & Associates
Florida
$2.72M +$1.72M +67,976 +171%
PFM
22
Phillips Financial Management
Indiana
$2.61M – – –
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M +$280K +11,070 +16%
Stifel Financial
24
Stifel Financial
Missouri
$1.94M +$371K +14,695 +24%
CIC
25
Carnegie Investment Counsel
Ohio
$1.72M +$1.15M +45,410 +202%
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