IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

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

63 hedge funds and large institutions have $112M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.8M +$1.34M +52,549 +12%
UBS Group
2
UBS Group
Switzerland
$10.6M +$2.36M +92,654 +28%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M -$524K -20,585 -5%
Bank of America
4
Bank of America
North Carolina
$6.6M +$635K +24,976 +11%
GA
5
Gateway Advisory
New Jersey
$6.11M +$6.11M +239,598 New
US Bancorp
6
US Bancorp
Minnesota
$5.74M +$1.24M +48,842 +28%
BTS
7
BB&T Securities
Virginia
$4.85M +$4.85M +190,460 New
UCFA
8
United Capital Financial Advisors
Texas
$4.71M -$435K -17,098 -8%
VCM
9
Vigilant Capital Management
Maine
$4.31M +$359K +14,109 +9%
PAG
10
Private Advisor Group
New Jersey
$4.12M +$133K +5,245 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.81M +$829K +32,582 +28%
AssetMark Inc
12
AssetMark Inc
California
$3.59M +$3.59M +141,240 New
LNC
13
Lincoln National Corp
Pennsylvania
$3.08M -$92.7K -3,645 -3%
TC
14
Trust Company
Kansas
$2.71M -$18.6K -730 -0.7%
LPL Financial
15
LPL Financial
California
$2.1M +$246K +9,677 +13%
LPT
16
Legacy Private Trust
Wisconsin
$2.05M -$81.4K -3,200 -4%
PFM
17
Phillips Financial Management
Indiana
$1.91M +$20.2K +793 +1%
MAS
18
Managed Account Services
Florida
$1.83M -$84.1K -3,306 -4%
Mariner
19
Mariner
Kansas
$1.75M +$176K +6,930 +11%
MG
20
Mather Group
Illinois
$1.61M -$146K -5,756 -8%
DC
21
Davenport & Co
Virginia
$1.41M
FFW
22
Fusion Family Wealth
New York
$1.2M -$76.1K -2,992 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.14M +$758K +29,778 +198%
ADL
24
Asset Dedication LLC
California
$1.11M +$185K +7,280 +20%
CIC
25
Carnegie Investment Counsel
Ohio
$1.06M