IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Overview Fund Activity
Delisted

IBMH was delisted on the 3rd of September, 2019.

Back to rankings

51 hedge funds and large institutions have $80.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.72M
2
US Bancorp
2
US Bancorp
Minnesota
$3.68M
3
PAG
3
Private Advisor Group
New Jersey
$2.86M
4
UBS Group
4
UBS Group
Switzerland
$8.1M
5
FFW
5
Fusion Family Wealth
New York
$1.34M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VCM
3
Vigilant Capital Management
Maine
$4.48M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$478K 18,878 +7,248 +62%
VNA
27
Valley National Advisers
Pennsylvania
$467K 18,450 +18,450 New
VA
28
Valmark Advisers
Ohio
$451K 17,824 +1,514 +9%
LPT
29
Legacy Private Trust
Wisconsin
$426K 16,824 -12,200 -42%
TFF
30
The Family Firm
Maryland
$291K 11,500 +37 +0.3%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$251K 9,920 +1,880 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$244K 9,632 -9,897 -51%
Ameriprise
33
Ameriprise
Minnesota
$243K 9,581 -364 -4%
NC
34
NewSquare Capital
Pennsylvania
$238K 9,388 -1,624 -15%
AWA
35
ARS Wealth Advisors
Florida
$232K 9,175 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$225K 8,875 +2,210 +33%
GLA
37
Great Lakes Advisors
Illinois
$211K 8,325 +8,325 New
BCM
38
Brookstone Capital Management
Illinois
$206K 8,137 +250 +3%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$203K 8,000 -8,000 -50%
PFS
40
Prospera Financial Services
Texas
$203K 8,000 – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$198K 7,788 +7,788 New
PA
42
Parallel Advisors
California
$152K 6,000 +6,000 New
IA
43
IFP Advisors
Florida
$134K 5,302 +256 +5%
SEIA
44
Signature Estate & Investment Advisors
California
$110K 4,327 +4,327 New
MFS
45
MSI Financial Services
Massachusetts
$91K 3,601 +1,781 +98%
AIP
46
Ameritas Investment Partners
Nebraska
$81K 3,200 +3,200 New
NCM
47
New Capital Management
Texas
$80K 3,143 +3,143 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$71K 2,792 – –
NFG
49
Next Financial Group
Texas
$15K 580 +580 New
First Manhattan
50
First Manhattan
New York
$9K 371 – –
1
2
3