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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50 hedge funds and large institutions have $72.8M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$10.4M
3
UCFA
3
United Capital Financial Advisors
Texas
$3.15M
4
1IA
4
1834 Investment Advisors
Wisconsin
$733K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.49M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.96M
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$242K
4
Citigroup
4
Citigroup
New York
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.9M 434,397 +76,932 +22%
Wells Fargo
2
Wells Fargo
California
$10.4M 376,851 +65,463 +21%
VCM
3
Vigilant Capital Management
Maine
$6.84M 248,693 +12,075 +5%
Morgan Stanley
4
Morgan Stanley
New York
$6.42M 233,617 +11,546 +5%
SEIA
5
Signature Estate & Investment Advisors
California
$4.37M 158,844 +19,981 +14%
UBS Group
6
UBS Group
Switzerland
$3.96M 144,019 -18,661 -11%
UCFA
7
United Capital Financial Advisors
Texas
$3.15M 114,614 +27,297 +31%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.49M 90,563 +24,508 +37%
CIM
9
Confluence Investment Management
Missouri
$2.42M 88,135 -243 -0.3%
LPT
10
Legacy Private Trust
Wisconsin
$2.06M 74,840 -12,000 -14%
DC
11
Davenport & Co
Virginia
$1.93M 70,202 -215 -0.3%
PFM
12
Phillips Financial Management
Indiana
$1.8M 65,678 +6 +0%
Mariner
13
Mariner
Kansas
$1.32M 47,995 -1,366 -3%
LNC
14
Lincoln National Corp
Pennsylvania
$1.29M 46,939 -3,632 -7%
CIC
15
Carnegie Investment Counsel
Ohio
$1.1M 39,850 +2,300 +6%
LPL Financial
16
LPL Financial
California
$968K 35,213 +872 +3%
Stifel Financial
17
Stifel Financial
Missouri
$921K 33,511 +22,796 +213%
Ameriprise
18
Ameriprise
Minnesota
$777K 28,265 +8,240 +41%
1IA
19
1834 Investment Advisors
Wisconsin
$733K 26,662 +26,662 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$715K 26,023 +1,272 +5%
CG
21
Colony Group
Massachusetts
$612K 22,261 -1,891 -8%
LW
22
Linscomb Wealth
Texas
$481K 17,481 +2 +0%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$474K 17,228 +17,228 New
ICAS
24
Investors Capital Advisory Services
Massachusetts
$459K 16,704 – –
TGI
25
Tradewinds Global Investors
California
$446K 16,223 +16,223 New
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