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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101 hedge funds and large institutions have $181M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VNA
1
Valley National Advisers
Pennsylvania
$4.71M
2
W
2
Wealthquest
Ohio
$3.81M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$8.55M
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
AssetMark Inc
5
AssetMark Inc
California
$9.93M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$1.52M
2
CIC
2
Carnegie Investment Counsel
Ohio
$1.12M
3
VCM
3
Vigilant Capital Management
Maine
$775K
4
MIH
4
Madison Investment Holdings
Wisconsin
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
51
Vivaldi Capital Management
Illinois
$476K 18,762 +18,762 New
SWP
52
Stratos Wealth Partners
Ohio
$457K 17,993 +1,008 +6%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$445K 17,538 +637 +4%
FFW
54
Fusion Family Wealth
New York
$420K 16,556 -393 -2%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$406K 16,000 – –
CBFP
56
Cedar Brook Financial Partners
Ohio
$397K 15,633 +15,633 New
AWM
57
Altium Wealth Management
New York
$384K 15,124 -5,381 -26%
Jane Street
58
Jane Street
New York
$372K 14,635 -21,178 -59%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$318K 12,522 +3,200 +34%
DP
60
Denver PWM
Colorado
$309K 12,158 +30 +0.2%
AG
61
Advisor Group
Arizona
$304K 11,961 +5,099 +74%
TFF
62
The Family Firm
Maryland
$298K 11,735 +39 +0.3%
AFP
63
Ausdal Financial Partners
Iowa
$296K 11,667 -9,830 -46%
1IA
64
1834 Investment Advisors
Wisconsin
$282K 11,116 – –
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$282K 11,112 +2,864 +35%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
– – – –
SIC
67
Sigma Investment Counselors
Michigan
$268K 10,575 +10,575 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$266K 10,464 +1,337 +15%
AWM
69
Alterna Wealth Management
Texas
$265K 10,427 +10,427 New
CS
70
Comerica Securities
Michigan
$263K 10,349 – –
WIC
71
Whitegate Investment Counselors
New Hampshire
$260K 10,250 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$245K 9,648 -1,260 -12%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$241K 9,508 +9,508 New
RFC
74
Regions Financial Corp
Alabama
$239K 9,417 +5,006 +113%
JIP
75
Jaffetilchin Investment Partners
Florida
$237K 9,348 +32 +0.3%
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