IBMD

ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF

Delisted

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

38 hedge funds and large institutions have $39M invested in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.86M +$1.46M +27,467 +20%
Morgan Stanley
2
Morgan Stanley
New York
$5.45M +$620K +11,693 +13%
Wells Fargo
3
Wells Fargo
California
$3.12M +$29.9K +563 +1%
LPT
4
Legacy Private Trust
Wisconsin
$3.11M +$26.5K +500 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M +$176K +3,320 +14%
DC
6
Davenport & Co
Virginia
$1.37M +$23.3K +440 +2%
LPL Financial
7
LPL Financial
California
$1.35M -$384K -7,232 -22%
U
8
UBS
Switzerland
$1.22M +$462K +8,703 +61%
UCFA
9
United Capital Financial Advisors
Texas
$1.15M +$822K +15,491 +249%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.13M -$348K -6,566 -23%
PFM
11
Phillips Financial Management
Indiana
$1.09M
CIM
12
Confluence Investment Management
Missouri
$960K +$152K +2,858 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$923K +$664K +12,504 +256%
AIA
14
Alerus Investment Advisors
Minnesota
$743K -$46.4K -874 -6%
LNC
15
Lincoln National Corp
Pennsylvania
$610K +$610K +11,499 New
CC
16
Courier Capital
New York
$607K
Jane Street
17
Jane Street
New York
$590K -$1.3M -24,454 -69%
Ameriprise
18
Ameriprise
Minnesota
$576K -$27K -510 -4%
Mariner
19
Mariner
Kansas
$512K +$178K +3,366 +54%
LW
20
Linscomb Wealth
Texas
$488K +$53 +1 +0%
CAL
21
Capital Advisors Ltd
Ohio
$482K
VA
22
Valmark Advisers
Ohio
$466K +$79.8K +1,505 +21%
AAM
23
Autus Asset Management
Arizona
$345K
BUB
24
BBVA USA Bancshares
Texas
$324K
ICAS
25
Investors Capital Advisory Services
Massachusetts
$296K