IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

60 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
29
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.1M 434,666 +114,762 +36%
Wells Fargo
2
Wells Fargo
California
$9.93M 389,018 +47,376 +14%
Bank of America
3
Bank of America
North Carolina
$9.39M 367,767 +24,158 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9M 352,628 +8,453 +2%
US Bancorp
5
US Bancorp
Minnesota
$6.3M 246,684 +101,345 +70%
GA
6
Gateway Advisory
New Jersey
$6.13M 240,022 +240,022 New
VCM
7
Vigilant Capital Management
Maine
$4.91M 192,314 +15,419 +9%
BTS
8
BB&T Securities
Virginia
$4.85M 190,062 +190,062 New
UCFA
9
United Capital Financial Advisors
Texas
$4.65M 182,272 -17,119 -9%
LNC
10
Lincoln National Corp
Pennsylvania
$3.74M 146,532 +10,706 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.4M 133,311 +18,903 +17%
CIM
12
Confluence Investment Management
Missouri
$2.92M 114,476 +6,559 +6%
TC
13
Trust Company
Kansas
$2.91M 114,096 +5,741 +5%
PAG
14
Private Advisor Group
New Jersey
$2.87M 112,631 +89 +0.1%
Mariner
15
Mariner
Kansas
$1.93M 75,646 +12,150 +19%
AssetMark Inc
16
AssetMark Inc
California
$1.79M 70,267 +70,267 New
GWA
17
Guidant Wealth Advisors
Illinois
$1.62M 63,396 +16,468 +35%
PFM
18
Phillips Financial Management
Indiana
$1.6M 62,664
FFW
19
Fusion Family Wealth
New York
$1.48M 57,928 +5,190 +10%
LPL Financial
20
LPL Financial
California
$1.21M 47,492 +28,614 +152%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.19M 46,648 +46,648 New
ADL
22
Asset Dedication LLC
California
$1.16M 45,447 +5,814 +15%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$1.03M 40,435 +10,345 +34%
CIC
24
Carnegie Investment Counsel
Ohio
$938K 36,718 -4,750 -11%
DC
25
Davenport & Co
Virginia
$938K 37,015