IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

46 hedge funds and large institutions have $72.8M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.18M 318,755 +26,026 +9%
Bank of America
2
Bank of America
North Carolina
$7.97M 310,714 +11,976 +4%
UBS Group
3
UBS Group
Switzerland
$6.73M 262,504 +78,270 +42%
VCM
4
Vigilant Capital Management
Maine
$5.12M 199,439 +4,750 +2%
UCFA
5
United Capital Financial Advisors
Texas
$4.96M 193,375 +21,975 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.82M 187,826 +28,850 +18%
Morgan Stanley
7
Morgan Stanley
New York
$4.81M 187,367 +45,065 +32%
LNC
8
Lincoln National Corp
Pennsylvania
$3.32M 129,606 -25,271 -16%
TC
9
Trust Company
Kansas
$2.53M 98,686 +21,643 +28%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.44M 95,007 +24,393 +35%
CIM
11
Confluence Investment Management
Missouri
$2.43M 94,788 +20,082 +27%
PFM
12
Phillips Financial Management
Indiana
$1.77M 69,333 +21,712 +46%
Mariner
13
Mariner
Kansas
$1.48M 57,855 +30 +0.1%
GWA
14
Guidant Wealth Advisors
Illinois
$1.35M 52,599 +52,599 New
PAG
15
Private Advisor Group
New Jersey
$1.3M 50,625 +20,452 +68%
CIC
16
Carnegie Investment Counsel
Ohio
$1.09M 42,468 -216 -0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$931K 36,318 -40,413 -53%
DC
18
Davenport & Co
Virginia
$856K 33,360 +695 +2%
US Bancorp
19
US Bancorp
Minnesota
$832K 32,456 +11,693 +56%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$830K 32,358 -1,750 -5%
ADL
21
Asset Dedication LLC
California
$787K 30,733 +8,882 +41%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$772K 30,090 +14,230 +90%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$765K 29,812 +29,812 New
AF
24
Alerus Financial
North Dakota
$745K 29,055 +737 +3%
LPT
25
Legacy Private Trust
Wisconsin
$744K 29,024 -1,166 -4%