IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Overview Fund Activity
Delisted

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

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60 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
29
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$6.13M
2
BTS
2
BB&T Securities
Virginia
$4.85M
3
UBS Group
3
UBS Group
Switzerland
$11.1M
4
US Bancorp
4
US Bancorp
Minnesota
$6.3M
5
AssetMark Inc
5
AssetMark Inc
California
$1.79M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$4.65M
2
TTWM
2
TCV Trust & Wealth Management
Virginia
$728K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$565K
5
CIC
5
Carnegie Investment Counsel
Ohio
$938K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
Boston Advisors
Massachusetts
$833K 32,637 +11,477 +54%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$811K 31,769 +469 +1%
AF
28
Alerus Financial
North Dakota
$746K 29,211 +156 +0.5%
TTWM
29
TCV Trust & Wealth Management
Virginia
$728K 28,500 -14,100 -33%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$570K 22,332 +22,332 New
HighTower Advisors
31
HighTower Advisors
Illinois
$565K 22,149 -9,533 -30%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$550K 21,543 +21,543 New
VNA
33
Valley National Advisers
Pennsylvania
$441K 17,289 -1,161 -6%
VA
34
Valmark Advisers
Ohio
$437K 17,099 -725 -4%
LPT
35
Legacy Private Trust
Wisconsin
$345K 13,524 -3,300 -20%
VKH
36
Virtu KCG Holdings
New York
$333K 13,049 +13,049 New
GLA
37
Great Lakes Advisors
Illinois
$308K 12,060 +3,735 +45%
TFF
38
The Family Firm
Maryland
$294K 11,521 +21 +0.2%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$269K 10,520 +600 +6%
Ameriprise
40
Ameriprise
Minnesota
$245K 9,581 – –
AWA
41
ARS Wealth Advisors
Florida
$234K 9,175 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$232K 9,077 +9,077 New
NC
43
NewSquare Capital
Pennsylvania
$226K 8,859 -529 -6%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$224K 8,755 -120 -1%
BCM
45
Brookstone Capital Management
Illinois
$215K 8,417 +280 +3%
BCI
46
Brinker Capital Investments
Pennsylvania
$206K 8,078 +8,078 New
CFMC
47
Curbstone Financial Management Corp
New Hampshire
$204K 8,000 – –
PFS
48
Prospera Financial Services
Texas
$204K 8,000 – –
IA
49
IFP Advisors
Florida
$173K 6,761 +1,459 +28%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$171K 6,713 +3,921 +140%
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