IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF

Delisted

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

28 hedge funds and large institutions have $25M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.26M +$237K +4,457 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.83M -$510K -9,574 -12%
Wells Fargo
3
Wells Fargo
California
$3.64M +$1.18M +22,249 +48%
U
4
UBS
Switzerland
$1.7M -$169K -3,173 -9%
RJA
5
Raymond James & Associates
Florida
$1.42M -$108K -2,032 -7%
LPL Financial
6
LPL Financial
California
$1.24M +$173K +3,255 +16%
AIA
7
Alerus Investment Advisors
Minnesota
$1.04M +$851 +16 +0.1%
DC
8
Davenport & Co
Virginia
$1.01M +$112K +2,110 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$936K +$179K +3,363 +24%
LPT
10
Legacy Private Trust
Wisconsin
$785K -$50.5K -950 -6%
Ameriprise
11
Ameriprise
Minnesota
$674K +$84.8K +1,593 +14%
FBNAT
12
FirstMerit Bank N.A. Trustee
Ohio
$612K +$612K +11,506 New
CIM
13
Confluence Investment Management
Missouri
$536K +$85.8K +1,612 +19%
SI
14
SII Investments
Wisconsin
$442K
LW
15
Linscomb Wealth
Texas
$404K -$10.2K -191 -2%
VKH
16
Virtu KCG Holdings
New York
$368K +$368K +6,911 New
AAM
17
Autus Asset Management
Arizona
$346K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$321K -$3.57K -67 -1%
VCM
19
Vigilant Capital Management
Maine
$285K +$14.7K +275 +5%
LWI
20
Long Wharf Investors
Massachusetts
$278K -$146K -2,750 -35%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$277K
PFS
22
Prospera Financial Services
Texas
$266K +$266K +5,000 New
NC
23
NewSquare Capital
Pennsylvania
$165K +$5.06K +95 +3%
WA
24
WFG Advisors
Texas
$91K +$160 +3 +0.2%
TCM
25
TD Capital Management
Tennessee
$24K +$109 +2 +0.5%