IBMG

iShares iBonds Sep 2018 Term Muni Bond ETF

Delisted

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

71 hedge funds and large institutions have $115M invested in iShares iBonds Sep 2018 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.3M -$399K -15,655 -4%
Morgan Stanley
2
Morgan Stanley
New York
$9.31M -$840K -32,979 -8%
Wells Fargo
3
Wells Fargo
California
$8.1M -$4.68M -183,704 -37%
US Bancorp
4
US Bancorp
Minnesota
$6.6M +$856K +33,617 +15%
GA
5
Gateway Advisory
New Jersey
$6.33M +$224K +8,793 +4%
Bank of America
6
Bank of America
North Carolina
$6.04M -$574K -22,517 -9%
AssetMark Inc
7
AssetMark Inc
California
$5.8M +$2.2M +86,401 +61%
BTS
8
BB&T Securities
Virginia
$5.54M +$690K +27,112 +14%
UCFA
9
United Capital Financial Advisors
Texas
$4.81M +$99.9K +3,922 +2%
VCM
10
Vigilant Capital Management
Maine
$4.65M +$331K +12,995 +8%
PAG
11
Private Advisor Group
New Jersey
$4.47M +$346K +13,580 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.16M +$349K +13,698 +9%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.61M +$3.61M +141,480 New
LNC
14
Lincoln National Corp
Pennsylvania
$2.84M -$244K -9,583 -8%
LPL Financial
15
LPL Financial
California
$2.18M +$73.8K +2,897 +4%
PFM
16
Phillips Financial Management
Indiana
$1.91M +$254 +10 +0%
LPT
17
Legacy Private Trust
Wisconsin
$1.88M -$173K -6,800 -8%
MAS
18
Managed Account Services
Florida
$1.83M
Mariner
19
Mariner
Kansas
$1.69M -$55.3K -2,170 -3%
MG
20
Mather Group
Illinois
$1.6M -$17K -669 -1%
FFW
21
Fusion Family Wealth
New York
$1.46M +$258K +10,115 +21%
DC
22
Davenport & Co
Virginia
$1.44M +$17.3K +680 +1%
CIC
23
Carnegie Investment Counsel
Ohio
$1.19M +$135K +5,307 +13%
ADL
24
Asset Dedication LLC
California
$1.13M +$16.4K +646 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.11M -$31.8K -1,249 -3%