IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

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

45 hedge funds and large institutions have $56.7M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.62M +$1.73M +67,417 +29%
Wells Fargo
2
Wells Fargo
California
$5.93M +$1.75M +68,437 +42%
Morgan Stanley
3
Morgan Stanley
New York
$4.66M +$368K +14,382 +9%
UBS Group
4
UBS Group
Switzerland
$4.03M +$159K +6,198 +4%
VCM
5
Vigilant Capital Management
Maine
$3.74M +$26.4K +1,030 +0.7%
UCFA
6
United Capital Financial Advisors
Texas
$2.81M +$783K +30,588 +39%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.49M +$671K +26,211 +37%
CIM
8
Confluence Investment Management
Missouri
$2.44M -$6.91K -270 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.31M +$1.96M +76,351 +548%
PFM
10
Phillips Financial Management
Indiana
$1.66M +$51.7K +2,016 +3%
Mariner
11
Mariner
Kansas
$1.53M -$71K -2,774 -4%
LNC
12
Lincoln National Corp
Pennsylvania
$1.38M -$49.2K -1,918 -3%
LPT
13
Legacy Private Trust
Wisconsin
$1.37M -$138K -5,400 -9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.36M +$1.36M +53,028 New
VKH
15
Virtu KCG Holdings
New York
$1.28M -$736K -28,735 -36%
DC
16
Davenport & Co
Virginia
$1.16M +$79.2K +3,095 +7%
CIC
17
Carnegie Investment Counsel
Ohio
$1.15M +$88.4K +3,450 +8%
IF
18
Ironwood Financial
Arizona
$998K +$137K +5,360 +16%
TC
19
Trust Company
Kansas
$904K +$468K +18,289 +108%
ST
20
Sabal Trust
Florida
$707K
1IA
21
1834 Investment Advisors
Wisconsin
$688K +$688K +26,884 New
LPL Financial
22
LPL Financial
California
$670K +$116K +4,536 +21%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$634K +$145K +5,675 +30%
CG
24
Colony Group
Massachusetts
$586K +$49.5K +1,931 +9%
NC
25
NewSquare Capital
Pennsylvania
$536K +$5.24K +205 +1%