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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28 hedge funds and large institutions have $28.2M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.99M
2
VKH
2
Virtu KCG Holdings
New York
$1.78M
3
Bank of America
3
Bank of America
North Carolina
$5.42M
4
CIM
4
Confluence Investment Management
Missouri
$960K
5
Wells Fargo
5
Wells Fargo
California
$1.54M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.85M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$342K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.42M 212,173 +41,156 +24%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.99M 156,204 +114,977 +279%
Morgan Stanley
3
Morgan Stanley
New York
$2.23M 87,195 +21,644 +33%
UCFA
4
United Capital Financial Advisors
Texas
$1.85M 72,702 -3,209 -4%
UBS Group
5
UBS Group
Switzerland
$1.82M 71,224 +120 +0.2%
VKH
6
Virtu KCG Holdings
New York
$1.78M 69,644 +69,644 New
VCM
7
Vigilant Capital Management
Maine
$1.68M 65,855 +27,185 +70%
Wells Fargo
8
Wells Fargo
California
$1.54M 60,222 +35,232 +141%
Mariner
9
Mariner
Kansas
$1.27M 49,745 +5,085 +11%
CIM
10
Confluence Investment Management
Missouri
$960K 37,589 +37,589 New
NC
11
NewSquare Capital
Pennsylvania
$710K 27,785 +1,340 +5%
LNC
12
Lincoln National Corp
Pennsylvania
$623K 24,403 +15,580 +177%
DC
13
Davenport & Co
Virginia
$579K 22,685 +1,030 +5%
CG
14
Colony Group
Massachusetts
$487K 19,080 +3,230 +20%
PFM
15
Phillips Financial Management
Indiana
$449K 17,566 +1,959 +13%
LPT
16
Legacy Private Trust
Wisconsin
$362K 14,190 – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$342K 13,400 -155 -1%
ONB
18
Old National Bancorp
Indiana
$316K 12,354 – –
TC
19
Trust Company
Kansas
$312K 12,231 +12,231 New
AIA
20
Alerus Investment Advisors
Minnesota
$309K 12,087 +466 +4%
B
21
Baird
Wisconsin
$291K 11,400 +11,400 New
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$278K 10,895 – –
AWA
23
ARS Wealth Advisors
Florida
$234K 9,175 +9,175 New
LPL Financial
24
LPL Financial
California
$232K 9,068 +9,068 New
MAA
25
Managed Account Advisors
New Jersey
$101K 3,946 +3,946 New
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