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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94 hedge funds and large institutions have $192M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.24M
2
IWM
2
IHT Wealth Management
Illinois
$3.99M
3
AssetMark Inc
3
AssetMark Inc
California
$7.44M
4
CIC
4
Carnegie Investment Counsel
Ohio
$2.92M
5
LPL Financial
5
LPL Financial
California
$3.95M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$0
2
ADL
2
Asset Dedication LLC
California
$1M
3
Jane Street
3
Jane Street
New York
$908K
4
MHS
4
M Holdings Securities
Oregon
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
1
Guidant Wealth Advisors
Illinois
$32M 1,291,990 +10,906 +0.9%
US Bancorp
2
US Bancorp
Minnesota
$25.3M 997,800 -2,047 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$12M 473,108 +9,391 +2%
Bank of America
4
Bank of America
North Carolina
$11.5M 452,910 -2,235 -0.5%
Wells Fargo
5
Wells Fargo
California
$7.92M 312,395 +1,864 +0.6%
AssetMark Inc
6
AssetMark Inc
California
$7.44M 293,282 +103,544 +55%
GA
7
Gateway Advisory
New Jersey
$6.39M 252,140 +8,503 +3%
UCFA
8
United Capital Financial Advisors
Texas
$5.64M 222,371 -22,403 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.39M 212,784 +13,720 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.24M 206,646 +206,646 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.15M 203,260 +14,791 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.48M 176,879 -154 -0.1%
UBS Group
13
UBS Group
Switzerland
$4.26M 167,890 +4,780 +3%
IWM
14
IHT Wealth Management
Illinois
$3.99M 157,500 +157,500 New
LPL Financial
15
LPL Financial
California
$3.95M 155,919 +38,010 +32%
LIM
16
Leavell Investment Management
Alabama
$3.37M 132,997 +8,000 +6%
PAG
17
Private Advisor Group
New Jersey
$3.34M 131,677 -11,913 -8%
LNC
18
Lincoln National Corp
Pennsylvania
$3.03M 119,337 +10,483 +10%
CIC
19
Carnegie Investment Counsel
Ohio
$2.92M 114,925 +70,582 +159%
PFM
20
Phillips Financial Management
Indiana
$2.7M 106,712 – –
CCG
21
Chatham Capital Group
Georgia
$2.26M 89,000 – –
VCM
22
Vigilant Capital Management
Maine
$2.02M 79,530 -19,100 -19%
Mariner
23
Mariner
Kansas
$1.95M 77,067 -6,317 -8%
RJA
24
Raymond James & Associates
Florida
$1.89M 74,683 -2,827 -4%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M 58,389 -5,209 -8%
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