IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

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

46 hedge funds and large institutions have $61.1M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.66M +$2.75M +107,818 +47%
Bank of America
2
Bank of America
North Carolina
$7.58M -$15.3K -598 -0.2%
UBS Group
3
UBS Group
Switzerland
$5.2M +$1.18M +46,185 +29%
Morgan Stanley
4
Morgan Stanley
New York
$4.79M +$142K +5,579 +3%
VCM
5
Vigilant Capital Management
Maine
$4.06M +$335K +13,120 +9%
UCFA
6
United Capital Financial Advisors
Texas
$2.77M -$37.5K -1,471 -1%
CIM
7
Confluence Investment Management
Missouri
$2.74M +$308K +12,078 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M -$59K -2,311 -2%
LNC
9
Lincoln National Corp
Pennsylvania
$2.31M +$931K +36,419 +68%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.03M -$273K -10,688 -12%
LPL Financial
11
LPL Financial
California
$1.76M +$1.09M +42,585 +163%
TC
12
Trust Company
Kansas
$1.74M +$841K +32,971 +93%
PFM
13
Phillips Financial Management
Indiana
$1.74M +$88.7K +3,478 +5%
Mariner
14
Mariner
Kansas
$1.49M -$34.7K -1,360 -2%
DC
15
Davenport & Co
Virginia
$1.2M +$39K +1,527 +3%
CIC
16
Carnegie Investment Counsel
Ohio
$1.13M -$16.6K -650 -1%
Jane Street
17
Jane Street
New York
$769K +$552K +21,633 +255%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$730K +$97.6K +3,825 +15%
1IA
19
1834 Investment Advisors
Wisconsin
$725K +$38.5K +1,507 +6%
ST
20
Sabal Trust
Florida
$705K
CG
21
Colony Group
Massachusetts
$635K +$51.1K +2,000 +9%
LPT
22
Legacy Private Trust
Wisconsin
$598K -$765K -30,000 -56%
VKH
23
Virtu KCG Holdings
New York
$502K -$777K -30,442 -61%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$469K +$91.9K +3,603 +24%
VA
25
Valmark Advisers
Ohio
$430K +$75K +2,940 +21%