IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

32 hedge funds and large institutions have $42.6M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.76M 303,734 +61,623 +25%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.81M 227,529 +18,601 +9%
Wells Fargo
3
Wells Fargo
California
$3.11M 121,504 +47,371 +64%
Morgan Stanley
4
Morgan Stanley
New York
$3.08M 120,576 +19,531 +19%
UCFA
5
United Capital Financial Advisors
Texas
$2.7M 105,475 +31,297 +42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.5M 97,819 +26,889 +38%
UBS Group
7
UBS Group
Switzerland
$2.36M 92,275 +9,168 +11%
VCM
8
Vigilant Capital Management
Maine
$1.9M 74,250 -100 -0.1%
TC
9
Trust Company
Kansas
$1.52M 59,508 +34,789 +141%
Mariner
10
Mariner
Kansas
$1.32M 51,601 +961 +2%
LNC
11
Lincoln National Corp
Pennsylvania
$1.24M 48,379 -1,963 -4%
CIC
12
Carnegie Investment Counsel
Ohio
$1.19M 46,550 +4,700 +11%
CIM
13
Confluence Investment Management
Missouri
$1.12M 43,786 -118 -0.3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$861K 33,674 +17,674 +110%
DC
15
Davenport & Co
Virginia
$777K 30,395 +2,470 +9%
CG
16
Colony Group
Massachusetts
$740K 28,957 -594 -2%
NC
17
NewSquare Capital
Pennsylvania
$661K 25,860 -5,425 -17%
PFM
18
Phillips Financial Management
Indiana
$592K 23,125
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$576K 22,553 -12,633 -36%
Ameriprise
20
Ameriprise
Minnesota
$551K 21,546 -10,023 -32%
LPL Financial
21
LPL Financial
California
$353K 13,793 +216 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$323K 12,650 -920 -7%
TFF
23
The Family Firm
Maryland
$290K 11,346 +11,346 New
REMPR
24
Roof Eidam Maycock Peralta (REMP)
California
$278K 10,895
IF
25
Ironwood Financial
Arizona
$241K 9,420 +9,420 New