IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF

Delisted

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

50 hedge funds and large institutions have $62.4M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.72M 140,093 +41,787 +43%
Bank of America
2
Bank of America
North Carolina
$7M 126,885 -26,735 -17%
Morgan Stanley
3
Morgan Stanley
New York
$5.83M 105,683 +24,237 +30%
VCM
4
Vigilant Capital Management
Maine
$5.78M 104,803 +57,583 +122%
UBS Group
5
UBS Group
Switzerland
$4.49M 81,458 +4,442 +6%
SEIA
6
Signature Estate & Investment Advisors
California
$3.36M 60,999 +16,113 +36%
LPT
7
Legacy Private Trust
Wisconsin
$3.26M 59,120 +3,650 +7%
CIM
8
Confluence Investment Management
Missouri
$2.1M 38,146 +5,677 +17%
UCFA
9
United Capital Financial Advisors
Texas
$1.97M 35,775 -1,290 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.87M 33,850 -656 -2%
DC
11
Davenport & Co
Virginia
$1.8M 32,617 +1,648 +5%
PFM
12
Phillips Financial Management
Indiana
$1.79M 32,467 +550 +2%
Mariner
13
Mariner
Kansas
$1.41M 25,518 +75 +0.3%
LNC
14
Lincoln National Corp
Pennsylvania
$1.33M 24,035 +8,441 +54%
LPL Financial
15
LPL Financial
California
$1.23M 22,425 +3,381 +18%
VKH
16
Virtu KCG Holdings
New York
$1.21M 21,908 +21,908 New
BA
17
Boston Advisors
Massachusetts
$1M 18,160 -1,837 -9%
Jane Street
18
Jane Street
New York
$725K 13,150 -8,434 -39%
Citigroup
19
Citigroup
New York
$671K 12,170 -19,079 -61%
ONB
20
Old National Bancorp
Indiana
$660K 11,963 -868 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$581K 10,532 -28,529 -73%
VA
22
Valmark Advisers
Ohio
$542K 9,824 +349 +4%
LW
23
Linscomb Wealth
Texas
$482K 8,738 -31 -0.4%
Ameriprise
24
Ameriprise
Minnesota
$466K 8,459 -464 -5%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$460K 8,352