IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

124 hedge funds and large institutions have $230M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
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
$17.8M +$158K +6,178 +0.9%
Bank of America
2
Bank of America
North Carolina
$16.5M +$2.18M +85,549 +15%
US Bancorp
3
US Bancorp
Minnesota
$16.2M -$488K -19,108 -3%
Morgan Stanley
4
Morgan Stanley
New York
$11.5M +$241K +9,431 +2%
Wells Fargo
5
Wells Fargo
California
$9.93M +$1.02M +39,974 +11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$9.92M -$133K -5,212 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.22M -$409K -16,035 -5%
PAG
8
Private Advisor Group
New Jersey
$6.75M -$492K -19,292 -7%
UCFA
9
United Capital Financial Advisors
Texas
$6.72M +$18K +705 +0.3%
LPL Financial
10
LPL Financial
California
$6.56M -$5K -196 -0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.46M -$411K -16,095 -6%
GA
12
Gateway Advisory
New Jersey
$5.97M +$167K +6,552 +3%
LIM
13
Leavell Investment Management
Alabama
$5.36M +$625K +24,500 +13%
FFW
14
Fusion Family Wealth
New York
$4.97M +$183K +7,169 +4%
NA
15
NewEdge Advisors
Louisiana
$4.63M -$95K -3,721 -2%
CIM
16
Confluence Investment Management
Missouri
$4.59M +$4.59M +179,667 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.33M +$72.3K +2,832 +2%
W
18
Wealthquest
Ohio
$4.06M
LPT
19
Legacy Private Trust
Wisconsin
$4.02M
UBS Group
20
UBS Group
Switzerland
$3.91M -$610K -23,920 -14%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.36M -$307K -12,046 -8%
LNC
22
Lincoln National Corp
Pennsylvania
$2.93M +$2.17K +85 +0.1%
Mariner
23
Mariner
Kansas
$2.83M +$139K +5,461 +5%
EC
24
Estate Counselors
Wisconsin
$2.8M +$2.8M +109,535 New
PFM
25
Phillips Financial Management
Indiana
$2.37M