IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

33 hedge funds and large institutions have $37.1M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.14M 242,111 +29,938 +14%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.3M 208,928 +52,724 +34%
Morgan Stanley
3
Morgan Stanley
New York
$2.56M 101,045 +13,850 +16%
UBS Group
4
UBS Group
Switzerland
$2.11M 83,107 +11,883 +17%
VCM
5
Vigilant Capital Management
Maine
$1.89M 74,350 +8,495 +13%
UCFA
6
United Capital Financial Advisors
Texas
$1.88M 74,178 +1,476 +2%
Wells Fargo
7
Wells Fargo
California
$1.88M 74,133 +13,911 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M 70,930 +70,930 New
Mariner
9
Mariner
Kansas
$1.28M 50,640 +895 +2%
LNC
10
Lincoln National Corp
Pennsylvania
$1.28M 50,342 +25,939 +106%
CIM
11
Confluence Investment Management
Missouri
$1.11M 43,904 +6,315 +17%
CIC
12
Carnegie Investment Counsel
Ohio
$1.06M 41,850 +41,850 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$892K 35,186 +35,186 New
Ameriprise
14
Ameriprise
Minnesota
$801K 31,569 +31,569 New
NC
15
NewSquare Capital
Pennsylvania
$793K 31,285 +3,500 +13%
CG
16
Colony Group
Massachusetts
$749K 29,551 +10,471 +55%
DC
17
Davenport & Co
Virginia
$708K 27,925 +5,240 +23%
TC
18
Trust Company
Kansas
$627K 24,719 +12,488 +102%
PFM
19
Phillips Financial Management
Indiana
$590K 23,125 +5,559 +32%
LPT
20
Legacy Private Trust
Wisconsin
$563K 22,190 +8,000 +56%
MAA
21
Managed Account Advisors
New Jersey
$495K 19,537 +15,591 +395%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$406K 16,000 +16,000 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$390K 15,390 +15,390 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$344K 13,570 +170 +1%
LPL Financial
25
LPL Financial
California
$344K 13,577 +4,509 +50%