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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43 hedge funds and large institutions have $65.3M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.82M
2
UCFA
2
United Capital Financial Advisors
Texas
$4.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.09M
4
LNC
4
Lincoln National Corp
Pennsylvania
$3.99M
5
UBS Group
5
UBS Group
Switzerland
$4.74M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.98M
2
Bank of America
2
Bank of America
North Carolina
$7.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.66M
4
Jane Street
4
Jane Street
New York
$1.62M
5
LPL Financial
5
LPL Financial
California
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.69M 298,738 -83,423 -22%
Wells Fargo
2
Wells Fargo
California
$7.53M 292,729 +41,191 +16%
VCM
3
Vigilant Capital Management
Maine
$5.01M 194,689 +31,855 +20%
UBS Group
4
UBS Group
Switzerland
$4.74M 184,234 +41,439 +29%
UCFA
5
United Capital Financial Advisors
Texas
$4.46M 171,400 +49,610 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.09M 158,976 +47,274 +42%
LNC
7
Lincoln National Corp
Pennsylvania
$3.99M 154,877 +43,255 +39%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M 142,302 -39,964 -22%
TC
9
Trust Company
Kansas
$1.98M 77,043 +5,007 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.98M 76,731 -168,049 -69%
CIM
11
Confluence Investment Management
Missouri
$1.92M 74,706 +17,283 +30%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.82M 70,614 +54,373 +335%
Jane Street
13
Jane Street
New York
$1.62M 63,120 -22,421 -26%
Mariner
14
Mariner
Kansas
$1.49M 57,825 +3,390 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.31M 50,840 -13,577 -21%
PFM
16
Phillips Financial Management
Indiana
$1.23M 47,621 +3,091 +7%
CIC
17
Carnegie Investment Counsel
Ohio
$1.1M 42,684 -3,216 -7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$878K 34,108 -13,287 -28%
DC
19
Davenport & Co
Virginia
$840K 32,665 +1,200 +4%
LPT
20
Legacy Private Trust
Wisconsin
$777K 30,190 +2,300 +8%
PAG
21
Private Advisor Group
New Jersey
$777K 30,173 +10,109 +50%
NC
22
NewSquare Capital
Pennsylvania
$761K 29,575 +2,998 +11%
AF
23
Alerus Financial
North Dakota
$729K 28,318 +28,318 New
ADL
24
Asset Dedication LLC
California
$561K 21,851 +10,050 +85%
US Bancorp
25
US Bancorp
Minnesota
$535K 20,763 +20,763 New
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