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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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
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
$2.21M
3
Wells Fargo
Wells Fargo
California
$4.58M
4
SEIA
Signature Estate & Investment Advisors
California
$3.47M
5
CNB
City National Bank
California
$1.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.06M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
VKH
Virtu KCG Holdings
New York
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.41M
5
Ameriprise
Ameriprise
Minnesota
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.13M -$64.3K -2,412 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$5.06M -$2.01M -75,606 -28%
Wells Fargo
3
Wells Fargo
California
$4.58M +$934K +35,052 +26%
SEIA
4
Signature Estate & Investment Advisors
California
$3.47M +$386K +14,468 +13%
UBS Group
5
UBS Group
Switzerland
$3.08M +$3.08M +115,684 New
LPT
6
Legacy Private Trust
Wisconsin
$2.41M +$203K +7,600 +9%
Jane Street
7
Jane Street
New York
$2.36M +$233K +8,744 +11%
VCM
8
Vigilant Capital Management
Maine
$2.21M +$1.04M +38,890 +88%
PAG
9
Pinnacle Advisory Group
Maryland
$2.08M +$2.08M +77,920 New
UCFA
10
United Capital Financial Advisors
Texas
$2.04M +$310K +11,636 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.89M +$262K +9,842 +16%
DC
12
Davenport & Co
Virginia
$1.84M +$122K +4,590 +7%
PFM
13
Phillips Financial Management
Indiana
$1.82M +$141K +5,276 +8%
Mariner
14
Mariner
Kansas
$1.42M -$17.9K -672 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41M -$325K -12,190 -19%
CNB
16
City National Bank
California
$1.34M +$363K +13,618 +37%
LPL Financial
17
LPL Financial
California
$1.28M +$6.82K +256 +0.5%
CIM
18
Confluence Investment Management
Missouri
$1.14M +$102K +3,844 +10%
LNC
19
Lincoln National Corp
Pennsylvania
$823K +$121K +4,550 +17%
ONB
20
Old National Bancorp
Indiana
$584K – – –
LW
21
Linscomb Wealth
Texas
$555K -$41.4K -1,554 -7%
VA
22
Valmark Advisers
Ohio
$522K -$51K -1,914 -9%
CC
23
Courier Capital
New York
$438K – – –
CG
24
Colony Group
Massachusetts
$407K +$97.5K +3,660 +31%
Ameriprise
25
Ameriprise
Minnesota
$397K -$107K -4,000 -21%
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