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 $228M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.3M -$153 -6 -0%
US Bancorp
2
US Bancorp
Minnesota
$16.8M -$577K -22,592 -3%
Bank of America
3
Bank of America
North Carolina
$12.3M -$1.83M -71,554 -13%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M -$611K -23,904 -5%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$342K -13,378 -3%
UBS Group
6
UBS Group
Switzerland
$9.21M -$458K -17,931 -5%
Wells Fargo
7
Wells Fargo
California
$8.93M +$136K +5,312 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.23M +$284K +11,117 +4%
LPL Financial
9
LPL Financial
California
$6.58M -$4.78K -187 -0.1%
Jane Street
10
Jane Street
New York
$5.86M +$3.6M +140,780 +159%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.8M +$440K +17,213 +8%
GA
12
Gateway Advisory
New Jersey
$5.77M +$230K +8,997 +4%
AssetMark Inc
13
AssetMark Inc
California
$5.68M +$826K +32,313 +17%
UCFA
14
United Capital Financial Advisors
Texas
$5.66M +$593K +23,231 +12%
PAG
15
Private Advisor Group
New Jersey
$5.61M +$1.46M +57,284 +35%
FFW
16
Fusion Family Wealth
New York
$5.03M +$232K +9,087 +5%
NA
17
NewEdge Advisors
Louisiana
$4.86M +$991K +38,800 +26%
CIM
18
Confluence Investment Management
Missouri
$4.59M -$548K -21,451 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.32M +$47K +1,839 +1%
LIM
20
Leavell Investment Management
Alabama
$4.21M +$220K +8,614 +6%
W
21
Wealthquest
Ohio
$4.07M
LPT
22
Legacy Private Trust
Wisconsin
$4.03M
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.52M +$361K +14,146 +11%
LNC
24
Lincoln National Corp
Pennsylvania
$2.99M +$202K +7,918 +7%
Mariner
25
Mariner
Kansas
$2.51M +$390K +15,262 +18%