IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

114 hedge funds and large institutions have $221M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
54
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$17.3M -$104K -4,084 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M +$488K +19,133 +3%
Bank of America
3
Bank of America
North Carolina
$14.1M +$130K +5,093 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M +$1.09M +42,766 +9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$974K +38,216 +10%
UBS Group
6
UBS Group
Switzerland
$9.65M +$1.9M +74,509 +25%
Wells Fargo
7
Wells Fargo
California
$8.78M +$69K +2,707 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.93M +$535K +20,962 +7%
LPL Financial
9
LPL Financial
California
$6.57M +$530K +20,779 +9%
GA
10
Gateway Advisory
New Jersey
$5.53M -$938K -36,783 -15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.35M +$10.8K +425 +0.2%
CIM
12
Confluence Investment Management
Missouri
$5.13M -$43.1K -1,691 -0.8%
UCFA
13
United Capital Financial Advisors
Texas
$5.06M -$24.9K -977 -0.5%
AssetMark Inc
14
AssetMark Inc
California
$4.85M -$2.65M -103,949 -35%
FFW
15
Fusion Family Wealth
New York
$4.79M -$242K -9,502 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.26M +$260K +10,190 +6%
PAG
17
Private Advisor Group
New Jersey
$4.14M -$1.41M -55,274 -25%
W
18
Wealthquest
Ohio
$4.06M +$132K +5,158 +3%
LPT
19
Legacy Private Trust
Wisconsin
$4.02M
LIM
20
Leavell Investment Management
Alabama
$3.98M +$102K +4,000 +3%
NA
21
NewEdge Advisors
Louisiana
$3.86M +$2.04M +80,016 +112%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.15M +$248K +9,734 +9%
LNC
23
Lincoln National Corp
Pennsylvania
$2.79M +$92.7K +3,636 +3%
PFM
24
Phillips Financial Management
Indiana
$2.36M +$195K +7,662 +9%
Jane Street
25
Jane Street
New York
$2.26M +$2.26M +88,684 New