IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF

Overview Fund Activity
Delisted

IBMF was delisted on the 1st of September, 2017.

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37 hedge funds and large institutions have $41.3M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.52M
2
U
2
UBS
Switzerland
$2.8M
3
Jane Street
3
Jane Street
New York
$1.6M
4
LPT
4
Legacy Private Trust
Wisconsin
$2.34M
5
CNB
5
City National Bank
California
$935K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$595K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$563K
3
Bank of America
3
Bank of America
North Carolina
$8.44M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
NC
5
NewSquare Capital
Pennsylvania
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.44M 153,041 -6,964 -4%
Morgan Stanley
2
Morgan Stanley
New York
$5.52M 100,186 +19,867 +25%
U
3
UBS
Switzerland
$2.8M 50,819 +19,579 +63%
Wells Fargo
4
Wells Fargo
California
$2.64M 47,969 +4,792 +11%
LPT
5
Legacy Private Trust
Wisconsin
$2.34M 42,350 +13,600 +47%
BA
6
Boston Advisors
Massachusetts
$2.16M 39,083 -1,707 -4%
Jane Street
7
Jane Street
New York
$1.6M 29,002 +18,623 +179%
PFM
8
Phillips Financial Management
Indiana
$1.5M 27,214 +7,064 +35%
DC
9
Davenport & Co
Virginia
$1.25M 22,654 +6,235 +38%
CIM
10
Confluence Investment Management
Missouri
$1.22M 22,085 +3,368 +18%
LPL Financial
11
LPL Financial
California
$1.16M 21,047 -731 -3%
SEIA
12
Signature Estate & Investment Advisors
California
$1.11M 20,202 +7,740 +62%
CNB
13
City National Bank
California
$935K 16,956 +10,838 +177%
HighTower Advisors
14
HighTower Advisors
Illinois
$925K 16,783 +4,831 +40%
AIA
15
Alerus Investment Advisors
Minnesota
$702K 12,722 +10 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$595K 10,790 -17,942 -62%
LW
17
Linscomb Wealth
Texas
$572K 10,379 +1 +0%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$563K 10,208 -7,472 -42%
Ameriprise
19
Ameriprise
Minnesota
$503K 9,121 +2,652 +41%
NC
20
NewSquare Capital
Pennsylvania
$483K 8,767 -3,150 -26%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$460K 8,352 +900 +12%
B
22
Baird
Wisconsin
$361K 6,552 +1,400 +27%
UCFA
23
United Capital Financial Advisors
Texas
$341K 6,184 +6,184 New
BUB
24
BBVA USA Bancshares
Texas
$337K 6,111 – –
VA
25
Valmark Advisers
Ohio
$336K 6,094 +744 +14%
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