IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

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

119 hedge funds and large institutions have $201M invested in iShares iBonds Sep 2020 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$25.6M +$12.7M +498,586 +99%
Bank of America
2
Bank of America
North Carolina
$16.9M +$4.7M +184,407 +38%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.3M -$507K -19,883 -4%
Morgan Stanley
4
Morgan Stanley
New York
$11M +$829K +32,535 +8%
Wells Fargo
5
Wells Fargo
California
$8.75M +$442K +17,346 +5%
LPL Financial
6
LPL Financial
California
$6.02M -$108K -4,243 -2%
LIM
7
Leavell Investment Management
Alabama
$5.66M +$370K +14,520 +7%
GA
8
Gateway Advisory
New Jersey
$5.07M -$906K -35,559 -15%
UCFA
9
United Capital Financial Advisors
Texas
$4.88M -$378K -14,812 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.77M -$481K -18,856 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.43M +$90.4K +3,545 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$4.4M -$930K -36,475 -17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.38M -$958K -37,567 -18%
PAG
14
Private Advisor Group
New Jersey
$4.35M -$598K -23,463 -12%
LPT
15
Legacy Private Trust
Wisconsin
$4.17M +$153K +6,000 +4%
PFM
16
Phillips Financial Management
Indiana
$3.83M +$584K +22,898 +18%
W
17
Wealthquest
Ohio
$3.37M +$3.37M +132,147 New
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.26M +$3.26M +127,970 New
UBS Group
19
UBS Group
Switzerland
$3.21M -$1.37M -53,608 -30%
SCA
20
Stonebridge Capital Advisors
Minnesota
$3.02M +$325K +12,754 +12%
Jane Street
21
Jane Street
New York
$2.99M -$1.83M -71,867 -38%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$2.98M +$86.7K +3,402 +3%
EC
23
Estate Counselors
Wisconsin
$2.87M +$49K +1,920 +2%
Mariner
24
Mariner
Kansas
$2.66M +$210K +8,236 +9%
BPA
25
Beacon Pointe Advisors
California
$2.4M -$17.5K -688 -0.7%