IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

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

28 hedge funds and large institutions have $32.6M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
4
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
$6.1M +$143K +5,575 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.79M +$387K +15,141 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.69M +$972K +38,004 +57%
LPT
4
Legacy Private Trust
Wisconsin
$2.5M -$1.27M -49,700 -34%
UCFA
5
United Capital Financial Advisors
Texas
$1.73M +$588K +22,998 +52%
Mariner
6
Mariner
Kansas
$1.64M +$447K +17,470 +38%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.63M +$723K +28,272 +80%
CIM
8
Confluence Investment Management
Missouri
$1.58M +$115K +4,492 +8%
U
9
UBS
Switzerland
$1.37M +$189K +7,406 +16%
PFM
10
Phillips Financial Management
Indiana
$1.13M +$281 +11 +0%
NC
11
NewSquare Capital
Pennsylvania
$875K +$29.2K +1,140 +3%
VKH
12
Virtu KCG Holdings
New York
$788K +$788K +30,824 New
Jane Street
13
Jane Street
New York
$771K -$803K -31,379 -51%
DC
14
Davenport & Co
Virginia
$743K +$106K +4,150 +17%
ST
15
Sabal Trust
Florida
$706K
ONB
16
Old National Bancorp
Indiana
$570K +$162K +6,352 +40%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$569K -$1,000K -39,013 -64%
VCM
18
Vigilant Capital Management
Maine
$533K +$521K +20,368 +4,288%
LPL Financial
19
LPL Financial
California
$388K +$388K +15,159 New
ICAS
20
Investors Capital Advisory Services
Massachusetts
$386K
AWA
21
ARS Wealth Advisors
Florida
$237K
Ameriprise
22
Ameriprise
Minnesota
$225K -$15.4K -600 -6%
B
23
Baird
Wisconsin
$205K +$205K +8,000 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$202K +$202K +7,896 New
WA
25
Winfield Associates
Ohio
$174K