IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

116 hedge funds and large institutions have $215M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
41
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.6M +$379K +14,840 +2%
US Bancorp
2
US Bancorp
Minnesota
$16.7M -$81.4K -3,189 -0.5%
Bank of America
3
Bank of America
North Carolina
$14.3M +$2.06M +80,529 +17%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M -$973K -38,096 -8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$42.6K -1,670 -0.4%
Wells Fargo
6
Wells Fargo
California
$8.92M -$3.47K -136 -0%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.63M -$595K -23,290 -7%
PAG
8
Private Advisor Group
New Jersey
$7.24M +$1.64M +64,104 +29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.88M +$1.08M +42,366 +19%
UCFA
10
United Capital Financial Advisors
Texas
$6.7M +$1.05M +41,116 +19%
LPL Financial
11
LPL Financial
California
$6.57M -$6.97K -273 -0.1%
GA
12
Gateway Advisory
New Jersey
$5.8M +$41.6K +1,630 +0.7%
FFW
13
Fusion Family Wealth
New York
$4.79M -$239K -9,347 -5%
LIM
14
Leavell Investment Management
Alabama
$4.74M +$536K +21,000 +13%
NA
15
NewEdge Advisors
Louisiana
$4.73M -$128K -5,004 -3%
UBS Group
16
UBS Group
Switzerland
$4.52M -$4.68M -183,451 -51%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.26M -$58.5K -2,293 -1%
W
18
Wealthquest
Ohio
$4.06M
LPT
19
Legacy Private Trust
Wisconsin
$4.03M
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.67M +$153K +5,985 +4%
LNC
21
Lincoln National Corp
Pennsylvania
$2.93M -$60.7K -2,377 -2%
Mariner
22
Mariner
Kansas
$2.7M +$188K +7,382 +8%
PFM
23
Phillips Financial Management
Indiana
$2.37M
GWA
24
Guidant Wealth Advisors
Illinois
$2.19M +$335K +13,136 +18%
SCA
25
Stonebridge Capital Advisors
Minnesota
$2.18M +$198K +7,746 +10%