IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF
IBMD

Overview Fund Activity
Delisted

IBMD was delisted on the 1st of September, 2015.

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50 hedge funds and large institutions have $45.5M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.35M
2
VCM
2
Vigilant Capital Management
Maine
$1.7M
3
PAG
3
Pinnacle Advisory Group
Maryland
$618K
4
Jane Street
4
Jane Street
New York
$2.88M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.07M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.75M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.5M
3
EWM
3
Empirical Wealth Management
Washington
$0
4
LPL Financial
4
LPL Financial
California
$1.36M
5
LW
5
Linscomb Wealth
Texas
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$431K +$120K +2,280 +39%
AAM
27
Autus Asset Management
Arizona
$343K +$79.2K +1,500 +30%
Ameriprise
28
Ameriprise
Minnesota
$339K -$20.8K -395 -6%
BUB
29
BBVA USA Bancshares
Texas
$322K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$277K – – –
ICAS
31
Investors Capital Advisory Services
Massachusetts
$274K -$19.7K -375 -7%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$274K +$274K +5,195 New
SI
33
SII Investments
Wisconsin
$265K – – –
PFS
34
Prospera Financial Services
Texas
$264K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$209K +$209K +3,970 New
VIA
36
Vantage Investment Advisors
Pennsylvania
$99K – – –
IF
37
Ironwood Financial
Arizona
$79K +$79K +1,500 New
WA
38
WFG Advisors
Texas
$66K -$25K -471 -27%
WA
39
Winfield Associates
Ohio
$63K -$21.1K -400 -25%
NPC
40
National Planning Corporation
California
$52.7K +$52.7K +1,000 New
FPFS
41
First Personal Financial Services
North Carolina
$51K +$51K +975 New
SIA
42
Stancorp Investment Advisers
Oregon
$41K +$41K +784 New
PIM
43
Parasol Investment Management
Illinois
$26K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$25K +$15.2K +287 +155%
TCM
45
TD Capital Management
Tennessee
$23K +$52 +1 +0.2%
KPCM
46
Kings Point Capital Management
New York
$16K – – –
AIG
47
American International Group
New York
$9.33K – – –
GWA
48
Genesis Wealth Advisors
Massachusetts
$1.94K +$1.94K +37 New
NES
49
New England Securities
New York
$1K – – –
EWM
50
Empirical Wealth Management
Washington
– -$218K -4,129 Closed
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