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IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF
IBMD

Delisted

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

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30 hedge funds and large institutions have $24.3M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.31M +$4.34M +81,535 New
Bank of America
2
Bank of America
North Carolina
$4M +$4.03M +75,642 New
Wells Fargo
3
Wells Fargo
California
$2.44M +$2.45M +46,072 New
U
4
UBS
Switzerland
$1.86M +$1.87M +35,164 New
RJA
5
Raymond James & Associates
Florida
$1.52M +$1.53M +28,652 New
LPL Financial
6
LPL Financial
California
$1.07M +$1.07M +20,142 New
AIA
7
Alerus Investment Advisors
Minnesota
$1.04M +$1.04M +19,551 New
SSG
8
Summit Securities Group
New York
$1.02M +$1.02M +19,243 New
DC
9
Davenport & Co
Virginia
$888K +$894K +16,787 New
LPT
10
Legacy Private Trust
Wisconsin
$831K +$836K +15,705 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$752K +$757K +14,221 New
KCG
12
Knight Capital Group
$599K +$603K +11,320 New
Ameriprise
13
Ameriprise
Minnesota
$585K +$589K +11,064 New
CIM
14
Confluence Investment Management
Missouri
$448K +$451K +8,463 New
SI
15
SII Investments
Wisconsin
$439K +$442K +8,310 New
LWI
16
Long Wharf Investors
Massachusetts
$422K +$424K +7,970 New
LW
17
Linscomb Wealth
Texas
$412K +$414K +7,780 New
AAM
18
Autus Asset Management
Arizona
$344K +$346K +6,500 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$322K +$325K +6,095 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$275K +$277K +5,205 New
VCM
21
Vigilant Capital Management
Maine
$269K +$270K +5,075 New
NC
22
NewSquare Capital
Pennsylvania
$159K +$160K +3,001 New
FHC
23
First Heartland Consultants
Missouri
$143K +$144K +2,711 New
WA
24
WFG Advisors
Texas
$90K +$90.5K +1,700 New
TCM
25
TD Capital Management
Tennessee
$23K +$23.4K +440 New
1
2

IBMD Hedge Fund Activity: Q2 2013 in Review

30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) for Q2 2013, worth a combined $24.3M.

Buyers outnumbered sellers: 30 funds opened new IBMD positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $24.3M of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF stock for Q2 2013.
  • 30 funds opened new ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.