IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

35 hedge funds and large institutions have $53.9M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.61M 374,919 +71,185 +23%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.55M 255,593 +28,064 +12%
Wells Fargo
3
Wells Fargo
California
$5.91M 230,511 +109,007 +90%
Morgan Stanley
4
Morgan Stanley
New York
$3.77M 147,166 +26,590 +22%
UBS Group
5
UBS Group
Switzerland
$3.47M 135,398 +43,123 +47%
VCM
6
Vigilant Capital Management
Maine
$3M 116,930 +42,680 +57%
UCFA
7
United Capital Financial Advisors
Texas
$2.65M 103,583 -1,892 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.44M 95,102 -2,717 -3%
LNC
9
Lincoln National Corp
Pennsylvania
$1.8M 69,847 +21,468 +44%
TC
10
Trust Company
Kansas
$1.78M 69,622 +10,114 +17%
Mariner
11
Mariner
Kansas
$1.32M 51,554 -47 -0.1%
CIM
12
Confluence Investment Management
Missouri
$1.27M 49,370 +5,584 +13%
CIC
13
Carnegie Investment Counsel
Ohio
$1.18M 45,900 -650 -1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.1M 42,838 +9,164 +27%
PFM
15
Phillips Financial Management
Indiana
$1.07M 41,805 +18,680 +81%
VKH
16
Virtu KCG Holdings
New York
$840K 32,805 +32,805 New
DC
17
Davenport & Co
Virginia
$801K 31,270 +875 +3%
CG
18
Colony Group
Massachusetts
$760K 29,657 +700 +2%
LPL Financial
19
LPL Financial
California
$743K 29,062 +15,269 +111%
AIA
20
Alerus Investment Advisors
Minnesota
$716K 27,928 +27,317 +4,471%
NC
21
NewSquare Capital
Pennsylvania
$636K 24,820 -1,040 -4%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$410K 16,000 +16,000 New
ADL
23
Asset Dedication LLC
California
$295K 11,502 +11,502 New
TFF
24
The Family Firm
Maryland
$291K 11,377 +31 +0.3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$270K 10,555 -2,095 -17%