IBME

ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF

Delisted

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

39 hedge funds and large institutions have $41.7M invested in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11M -$931K -34,774 -8%
Morgan Stanley
2
Morgan Stanley
New York
$5.49M +$746K +27,852 +16%
Wells Fargo
3
Wells Fargo
California
$2.76M -$32.5K -1,212 -1%
LPT
4
Legacy Private Trust
Wisconsin
$2.12M +$439K +16,400 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M +$1.2M +44,838 +133%
U
6
UBS
Switzerland
$1.86M +$657K +24,520 +55%
SEIA
7
Signature Estate & Investment Advisors
California
$1.84M +$402K +15,002 +28%
DC
8
Davenport & Co
Virginia
$1.62M +$319K +11,900 +24%
PFM
9
Phillips Financial Management
Indiana
$1.62M +$193K +7,208 +14%
LPL Financial
10
LPL Financial
California
$1.17M +$43.6K +1,630 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.06M +$583K +21,774 +121%
CNB
12
City National Bank
California
$1.01M +$354K +13,236 +54%
Jane Street
13
Jane Street
New York
$878K -$1.45M -54,174 -62%
CIM
14
Confluence Investment Management
Missouri
$810K +$124K +4,622 +18%
Ameriprise
15
Ameriprise
Minnesota
$741K -$18.8K -702 -2%
LW
16
Linscomb Wealth
Texas
$661K -$17.8K -664 -3%
VA
17
Valmark Advisers
Ohio
$505K +$41.2K +1,538 +9%
CC
18
Courier Capital
New York
$440K
ICAS
19
Investors Capital Advisory Services
Massachusetts
$366K +$125K +4,660 +52%
UCFA
20
United Capital Financial Advisors
Texas
$330K +$330K +12,338 New
BUB
21
BBVA USA Bancshares
Texas
$327K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$312K +$312K +11,650 New
WA
23
Winfield Associates
Ohio
$300K +$215K +8,000 +251%
B
24
Baird
Wisconsin
$269K
VCM
25
Vigilant Capital Management
Maine
$268K +$32.1K +1,200 +14%