IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

IBMG was delisted on the 4th of September, 2018.

21 hedge funds and large institutions have $20.4M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.43M +$1.54M +60,632 +40%
Morgan Stanley
2
Morgan Stanley
New York
$3.65M +$1.82M +71,636 +99%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.57M +$1.25M +49,217 +395%
LPT
4
Legacy Private Trust
Wisconsin
$1.48M +$1.08M +42,400 +265%
CIM
5
Confluence Investment Management
Missouri
$1.23M +$183K +7,196 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.13M -$539K -21,219 -32%
PFM
7
Phillips Financial Management
Indiana
$1.1M +$1.1M +43,024 New
U
8
UBS
Switzerland
$930K +$199K +7,847 +27%
ST
9
Sabal Trust
Florida
$701K
NC
10
NewSquare Capital
Pennsylvania
$619K +$619K +24,375 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$511K -$1.48M -58,349 -74%
UCFA
12
United Capital Financial Advisors
Texas
$340K +$340K +13,392 New
DC
13
Davenport & Co
Virginia
$313K +$313K +12,320 New
Mariner
14
Mariner
Kansas
$277K +$277K +10,900 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$258K +$258K +10,176 New
AWA
16
ARS Wealth Advisors
Florida
$235K
Ameriprise
17
Ameriprise
Minnesota
$217K +$212K +8,363 +4,182%
EWM
18
Empirical Wealth Management
Washington
$201K +$201K +7,913 New
WA
19
Winfield Associates
Ohio
$173K +$173K +6,800 New
VCM
20
Vigilant Capital Management
Maine
$12K +$12K +475 New
NES
21
New England Securities
New York
$10K