IBME

ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF
IBME

Overview Fund Activity
Delisted

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

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34 hedge funds and large institutions have $38.3M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12M
2
LPT
2
Legacy Private Trust
Wisconsin
$1.68M
3
Jane Street
3
Jane Street
New York
$2.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.74M
5
SEIA
5
Signature Estate & Investment Advisors
California
$1.44M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
U
2
UBS
Switzerland
$1.2M
3
CS
3
Credit Suisse
Switzerland
$0
4
NC
4
NewSquare Capital
Pennsylvania
$509K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12M +$4.43M +165,136 +59%
Morgan Stanley
2
Morgan Stanley
New York
$4.74M +$975K +36,398 +26%
Wells Fargo
3
Wells Fargo
California
$2.79M +$29K +1,082 +1%
Jane Street
4
Jane Street
New York
$2.33M +$1.19M +44,230 +103%
LPT
5
Legacy Private Trust
Wisconsin
$1.68M +$1.36M +50,600 +422%
SEIA
6
Signature Estate & Investment Advisors
California
$1.44M +$857K +31,988 +148%
PFM
7
Phillips Financial Management
Indiana
$1.43M +$169K +6,308 +13%
DC
8
Davenport & Co
Virginia
$1.31M +$229K +8,534 +21%
U
9
UBS
Switzerland
$1.2M -$281K -10,500 -19%
LPL Financial
10
LPL Financial
California
$1.12M +$492K +18,348 +78%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$901K +$183K +6,830 +26%
Ameriprise
12
Ameriprise
Minnesota
$761K +$27.7K +1,032 +4%
CIM
13
Confluence Investment Management
Missouri
$686K +$150K +5,598 +28%
LW
14
Linscomb Wealth
Texas
$679K +$139K +5,202 +26%
CNB
15
City National Bank
California
$658K +$19K +708 +3%
NC
16
NewSquare Capital
Pennsylvania
$509K -$67.8K -2,530 -12%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$480K +$480K +17,922 New
VKH
18
Virtu KCG Holdings
New York
$467K +$467K +17,420 New
VA
19
Valmark Advisers
Ohio
$465K +$465K +17,334 New
CC
20
Courier Capital
New York
$441K +$441K +16,440 New
BUB
21
BBVA USA Bancshares
Texas
$327K +$327K +12,200 New
PR
22
Payden & Rygel
California
$292K +$292K +10,880 New
SIA
23
Spruce Investment Advisors
Connecticut
$280K +$280K +10,460 New
B
24
Baird
Wisconsin
$269K +$8.14K +304 +3%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$241K +$241K +9,020 New
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