IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

70 hedge funds and large institutions have $119M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.5M 411,144 -23,522 -5%
Bank of America
2
Bank of America
North Carolina
$10.4M 406,361 +38,594 +10%
Morgan Stanley
3
Morgan Stanley
New York
$10M 392,809 +40,181 +11%
US Bancorp
4
US Bancorp
Minnesota
$8.05M 315,304 +68,620 +28%
Wells Fargo
5
Wells Fargo
California
$6.82M 267,279 -121,739 -31%
GA
6
Gateway Advisory
New Jersey
$6.34M 248,580 +8,558 +4%
BTS
7
BB&T Securities
Virginia
$5.58M 218,813 +28,751 +15%
VCM
8
Vigilant Capital Management
Maine
$5.33M 208,809 +16,495 +9%
UCFA
9
United Capital Financial Advisors
Texas
$4.74M 185,864 +3,592 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.01M 157,276 +135,127 +610%
LNC
11
Lincoln National Corp
Pennsylvania
$3.89M 152,416 +5,884 +4%
AssetMark Inc
12
AssetMark Inc
California
$3.84M 150,492 +80,225 +114%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.49M 136,739 +3,428 +3%
TC
14
Trust Company
Kansas
$3.47M 135,929 +21,833 +19%
CIM
15
Confluence Investment Management
Missouri
$2.99M 117,100 +2,624 +2%
PAG
16
Private Advisor Group
New Jersey
$2.87M 112,363 -268 -0.2%
Mariner
17
Mariner
Kansas
$1.91M 74,646 -1,000 -1%
FFW
18
Fusion Family Wealth
New York
$1.69M 66,167 +8,239 +14%
GWA
19
Guidant Wealth Advisors
Illinois
$1.65M 64,705 +1,309 +2%
PFM
20
Phillips Financial Management
Indiana
$1.6M 62,664
LPL Financial
21
LPL Financial
California
$1.33M 52,130 +4,638 +10%
LIM
22
Leavell Investment Management
Alabama
$1.2M 47,000 +47,000 New
ADL
23
Asset Dedication LLC
California
$1.18M 46,373 +926 +2%
CIC
24
Carnegie Investment Counsel
Ohio
$1.07M 41,693 +4,975 +14%
DC
25
Davenport & Co
Virginia
$1.04M 40,745 +3,730 +10%