IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF

Delisted

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

37 hedge funds and large institutions have $35.9M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
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
$7.41M -$2.03M -38,176 -21%
Morgan Stanley
2
Morgan Stanley
New York
$4.83M +$420K +7,916 +10%
LPT
3
Legacy Private Trust
Wisconsin
$3.09M +$292K +5,500 +10%
Wells Fargo
4
Wells Fargo
California
$3.09M -$467K -8,796 -13%
Jane Street
5
Jane Street
New York
$1.89M +$1.89M +35,573 New
LPL Financial
6
LPL Financial
California
$1.74M -$131K -2,462 -7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.48M +$329K +6,204 +29%
DC
8
Davenport & Co
Virginia
$1.35M +$210K +3,955 +18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.28M +$514K +9,695 +67%
PFM
10
Phillips Financial Management
Indiana
$1.09M +$1.09M +20,603 New
CIM
11
Confluence Investment Management
Missouri
$808K +$124K +2,346 +18%
AIA
12
Alerus Investment Advisors
Minnesota
$789K -$39.5K -744 -5%
U
13
UBS
Switzerland
$757K -$617K -11,631 -45%
CC
14
Courier Capital
New York
$607K
Ameriprise
15
Ameriprise
Minnesota
$604K -$76.9K -1,448 -11%
LW
16
Linscomb Wealth
Texas
$488K -$53K -999 -10%
CAL
17
Capital Advisors Ltd
Ohio
$482K
SI
18
SII Investments
Wisconsin
$410K -$30.9K -582 -7%
VA
19
Valmark Advisers
Ohio
$387K +$35.7K +673 +10%
AAM
20
Autus Asset Management
Arizona
$345K
Mariner
21
Mariner
Kansas
$334K +$334K +6,290 New
UCFA
22
United Capital Financial Advisors
Texas
$330K +$330K +6,226 New
BUB
23
BBVA USA Bancshares
Texas
$324K
ICAS
24
Investors Capital Advisory Services
Massachusetts
$296K
PFS
25
Prospera Financial Services
Texas
$265K