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IBME

ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME

Delisted

IBME was delisted on the 1st of September, 2016.

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46 hedge funds and large institutions have $55.4M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

18% more funds holding

Funds holding: 39 → 46 (+7)

10% more capital invested

Capital invested by funds: $50.3M → $55.4M (+$5.13M)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$2.08M
2
VCM
Vigilant Capital Management
Maine
+$1.04M
3
Wells Fargo
Wells Fargo
California
+$936K
4
SEIA
Signature Estate & Investment Advisors
California
+$386K
5
CNB
City National Bank
California
+$364K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.02M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$417K
3
VKH
Virtu KCG Holdings
New York
-$327K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$325K
5
Ameriprise
Ameriprise
Minnesota
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
26
Investors Capital Advisory Services
Massachusetts
$344K -$19.8K -740 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$337K – – –
BUB
28
BBVA USA Bancshares
Texas
$325K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$311K +$3.1K +116 +1%
REMPR
30
Roof Eidam Maycock Peralta (REMP)
California
$277K +$278K +10,400 New
B
31
Baird
Wisconsin
$276K +$8.06K +302 +3%
WA
32
Winfield Associates
Ohio
$266K -$21.4K -800 -7%
AWA
33
ARS Wealth Advisors
Florida
$235K – – –
CAL
34
Capital Advisors Ltd
Ohio
$211K +$107 +4 +0.1%
GWA
35
Genesis Wealth Advisors
Massachusetts
$131K +$131K +4,896 New
IF
36
Ironwood Financial
Arizona
$80K +$80.1K +3,000 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$75K +$74.7K +2,798 New
SIA
38
Stancorp Investment Advisers
Oregon
$62K +$62.5K +2,340 New
MFS
39
MSI Financial Services
Massachusetts
$61K -$96.9K -3,630 -61%
KA
40
Klingman & Associates
New York
$53K +$53.4K +2,000 New
FPFS
41
First Personal Financial Services
North Carolina
$36K +$36.8K +1,380 New
TCM
42
TD Capital Management
Tennessee
$22K +$53 +2 +0.2%
KPCM
43
Kings Point Capital Management
New York
$11K – – –
WA
44
WFG Advisors
Texas
$10K – – –
NES
45
New England Securities
New York
$7K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$417K -15,598 Closed
VKH
47
Virtu KCG Holdings
New York
– -$327K -12,220 Closed
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
– +$53 +2 New
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