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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52 hedge funds and large institutions have $66.7M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
43
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.82M
2
Wells Fargo
2
Wells Fargo
California
$8.55M
3
VCM
3
Vigilant Capital Management
Maine
$6.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.1M
5
UBS Group
5
UBS Group
Switzerland
$4.47M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
BA
2
Boston Advisors
Massachusetts
$0
3
MFS
3
MSI Financial Services
Massachusetts
$31K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.82M 357,465 +230,580 +182%
Wells Fargo
2
Wells Fargo
California
$8.55M 311,388 +171,295 +122%
VCM
3
Vigilant Capital Management
Maine
$6.5M 236,618 +131,815 +126%
Morgan Stanley
4
Morgan Stanley
New York
$6.1M 222,071 +116,388 +110%
UBS Group
5
UBS Group
Switzerland
$4.47M 162,680 +81,222 +100%
SEIA
6
Signature Estate & Investment Advisors
California
$3.81M 138,863 +77,864 +128%
CIM
7
Confluence Investment Management
Missouri
$2.43M 88,378 +50,232 +132%
UCFA
8
United Capital Financial Advisors
Texas
$2.4M 87,317 +51,542 +144%
LPT
9
Legacy Private Trust
Wisconsin
$2.39M 86,840 +27,720 +47%
DC
10
Davenport & Co
Virginia
$1.93M 70,417 +37,800 +116%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.81M 66,055 +32,205 +95%
PFM
12
Phillips Financial Management
Indiana
$1.8M 65,672 +33,205 +102%
LNC
13
Lincoln National Corp
Pennsylvania
$1.39M 50,571 +26,536 +110%
Mariner
14
Mariner
Kansas
$1.36M 49,361 +23,843 +93%
CIC
15
Carnegie Investment Counsel
Ohio
$1.03M 37,550 +37,550 New
LPL Financial
16
LPL Financial
California
$941K 34,341 +11,916 +53%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$720K 26,205 +15,673 +149%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$680K 24,751 +24,751 New
CG
19
Colony Group
Massachusetts
$663K 24,152 +16,782 +228%
Ameriprise
20
Ameriprise
Minnesota
$549K 20,025 +11,566 +137%
ONB
21
Old National Bancorp
Indiana
$506K 18,440 +6,477 +54%
Jane Street
22
Jane Street
New York
$499K 18,161 +5,011 +38%
LW
23
Linscomb Wealth
Texas
$480K 17,479 +8,741 +100%
VA
24
Valmark Advisers
Ohio
$477K 17,371 +7,547 +77%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$458K 16,704 +8,352 +100%
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