IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF

Delisted

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

36 hedge funds and large institutions have $36.8M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.46M +$5.2M +97,675 +122%
Morgan Stanley
2
Morgan Stanley
New York
$4.42M +$589K +11,066 +15%
Wells Fargo
3
Wells Fargo
California
$3.56M -$72.9K -1,370 -2%
LPT
4
Legacy Private Trust
Wisconsin
$2.81M +$2.02M +37,950 +257%
Citigroup
5
Citigroup
New York
$2.19M +$2.19M +41,066 New
LPL Financial
6
LPL Financial
California
$1.87M +$629K +11,811 +50%
U
7
UBS
Switzerland
$1.38M -$324K -6,085 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.16M +$1.16M +21,742 New
DC
9
Davenport & Co
Virginia
$1.14M +$138K +2,595 +14%
AIA
10
Alerus Investment Advisors
Minnesota
$830K -$209K -3,943 -20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$769K -$166K -3,129 -18%
CIM
12
Confluence Investment Management
Missouri
$686K +$150K +2,812 +28%
Ameriprise
13
Ameriprise
Minnesota
$682K +$8.83K +166 +1%
CC
14
Courier Capital
New York
$609K +$609K +11,440 New
LW
15
Linscomb Wealth
Texas
$542K +$138K +2,601 +34%
CAL
16
Capital Advisors Ltd
Ohio
$484K +$484K +9,086 New
VKH
17
Virtu KCG Holdings
New York
$478K +$110K +2,061 +30%
SI
18
SII Investments
Wisconsin
$442K
VA
19
Valmark Advisers
Ohio
$352K +$352K +6,614 New
AAM
20
Autus Asset Management
Arizona
$346K
BUB
21
BBVA USA Bancshares
Texas
$325K +$325K +6,100 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$321K
ICAS
23
Investors Capital Advisory Services
Massachusetts
$296K +$19.9K +375 +7%
LWI
24
Long Wharf Investors
Massachusetts
$288K +$10.6K +200 +4%
VCM
25
Vigilant Capital Management
Maine
$269K -$16K -300 -6%