IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

37 hedge funds and large institutions have $47.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.5M 190,561 +37,520 +25%
Morgan Stanley
2
Morgan Stanley
New York
$6.23M 112,731 +12,545 +13%
Wells Fargo
3
Wells Fargo
California
$3M 54,188 +6,219 +13%
U
4
UBS
Switzerland
$2.75M 49,724 -1,095 -2%
LPT
5
Legacy Private Trust
Wisconsin
$2.42M 43,850 +1,500 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.92M 34,685 +24,477 +240%
PFM
7
Phillips Financial Management
Indiana
$1.58M 28,567 +1,353 +5%
DC
8
Davenport & Co
Virginia
$1.54M 27,934 +5,280 +23%
SEIA
9
Signature Estate & Investment Advisors
California
$1.47M 26,559 +6,357 +31%
CIM
10
Confluence Investment Management
Missouri
$1.45M 26,182 +4,097 +19%
CNB
11
City National Bank
California
$1.39M 25,111 +8,155 +48%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.19M 21,513 +4,730 +28%
UCFA
13
United Capital Financial Advisors
Texas
$1.16M 20,909 +14,725 +238%
Mariner
14
Mariner
Kansas
$1.14M 20,588 +15,953 +344%
LPL Financial
15
LPL Financial
California
$981K 17,738 -3,309 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$928K 16,783 +11,858 +241%
AIA
17
Alerus Investment Advisors
Minnesota
$704K 12,727 +5 +0%
NC
18
NewSquare Capital
Pennsylvania
$658K 11,894 +3,127 +36%
LNC
19
Lincoln National Corp
Pennsylvania
$608K 10,989 +10,989 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$597K 10,790
LW
21
Linscomb Wealth
Texas
$564K 10,202 -177 -2%
Ameriprise
22
Ameriprise
Minnesota
$517K 9,346 +225 +2%
ONB
23
Old National Bancorp
Indiana
$489K 8,836 +8,836 New
MFS
24
MSI Financial Services
Massachusetts
$472K 8,537 +3,617 +74%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$461K 8,352