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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96 hedge funds and large institutions have $186M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
35
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$25.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.79M
3
PAG
3
Private Advisor Group
New Jersey
$3.64M
4
FPS
4
Fieldpoint Private Securities
Connecticut
$1.35M
5
GWA
5
Guidant Wealth Advisors
Illinois
$31.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.14M
2
VCM
2
Vigilant Capital Management
Maine
$2.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$258K
4
FFW
4
Fusion Family Wealth
New York
$390K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
1
Guidant Wealth Advisors
Illinois
$31.8M 1,281,084 +51,609 +4%
US Bancorp
2
US Bancorp
Minnesota
$25.4M 999,847 +425,597 +74%
Morgan Stanley
3
Morgan Stanley
New York
$11.8M 463,717 -19,435 -4%
Bank of America
4
Bank of America
North Carolina
$11.6M 455,145 -7,330 -2%
Wells Fargo
5
Wells Fargo
California
$7.89M 310,531 -1,572 -0.5%
UCFA
6
United Capital Financial Advisors
Texas
$6.22M 244,774 +14,409 +6%
GA
7
Gateway Advisory
New Jersey
$6.19M 243,637 +8,898 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.05M 199,064 -3,655 -2%
AssetMark Inc
9
AssetMark Inc
California
$4.82M 189,738 +2,023 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.79M 188,469 +86,339 +85%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.5M 177,033 -14,169 -7%
UBS Group
12
UBS Group
Switzerland
$4.14M 163,110 -164,352 -50%
PAG
13
Private Advisor Group
New Jersey
$3.64M 143,590 +72,924 +103%
LIM
14
Leavell Investment Management
Alabama
$3.17M 124,997 +4,000 +3%
ADL
15
Asset Dedication LLC
California
$3.16M 124,588 +1,162 +0.9%
CIM
16
Confluence Investment Management
Missouri
$3.11M 122,518 -2,819 -2%
LPL Financial
17
LPL Financial
California
$2.99M 117,909 +17,655 +18%
LNC
18
Lincoln National Corp
Pennsylvania
$2.76M 108,854 -10,363 -9%
Jane Street
19
Jane Street
New York
$2.76M 108,828 +12,835 +13%
PFM
20
Phillips Financial Management
Indiana
$2.7M 106,712 +39,465 +59%
VCM
21
Vigilant Capital Management
Maine
$2.5M 98,630 -40,870 -29%
CCG
22
Chatham Capital Group
Georgia
$2.26M 89,000 – –
Mariner
23
Mariner
Kansas
$2.12M 83,384 +3,953 +5%
RJA
24
Raymond James & Associates
Florida
$1.97M 77,510 +15,932 +26%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.62M 63,598 +2,046 +3%
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