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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101 hedge funds and large institutions have $181M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VNA
1
Valley National Advisers
Pennsylvania
$4.71M
2
W
2
Wealthquest
Ohio
$3.81M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$8.55M
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
AssetMark Inc
5
AssetMark Inc
California
$9.93M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$1.52M
2
CIC
2
Carnegie Investment Counsel
Ohio
$1.12M
3
VCM
3
Vigilant Capital Management
Maine
$775K
4
MIH
4
Madison Investment Holdings
Wisconsin
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$24.9M 982,422 -15,378 -2%
Bank of America
2
Bank of America
North Carolina
$14.4M 565,749 +112,839 +25%
Morgan Stanley
3
Morgan Stanley
New York
$12.4M 488,604 +15,496 +3%
AssetMark Inc
4
AssetMark Inc
California
$9.93M 391,072 +97,790 +33%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$8.55M 336,702 +133,442 +66%
Wells Fargo
6
Wells Fargo
California
$7.23M 284,704 -27,691 -9%
GA
7
Gateway Advisory
New Jersey
$6.41M 252,657 +517 +0.2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.28M 247,482 +34,698 +16%
UCFA
9
United Capital Financial Advisors
Texas
$4.99M 196,635 -25,736 -12%
VNA
10
Valley National Advisers
Pennsylvania
$4.71M 185,430 +151,700 +450%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.51M 177,376 +497 +0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.48M 176,385 -30,261 -15%
UBS Group
13
UBS Group
Switzerland
$4.31M 169,748 +1,858 +1%
PAG
14
Private Advisor Group
New Jersey
$4.24M 167,067 +35,390 +27%
IWM
15
IHT Wealth Management
Illinois
$4.01M 158,073 +573 +0.4%
W
16
Wealthquest
Ohio
$3.81M 149,925 +149,925 New
LIM
17
Leavell Investment Management
Alabama
$3.73M 146,997 +14,000 +11%
LPL Financial
18
LPL Financial
California
$3.56M 140,191 -15,728 -10%
PFM
19
Phillips Financial Management
Indiana
$2.62M 103,142 -3,570 -3%
WTB
20
Washington Trust Bank
Washington
$2.36M 92,952 +92,952 New
CCG
21
Chatham Capital Group
Georgia
$2.26M 89,000 – –
LNC
22
Lincoln National Corp
Pennsylvania
$2.17M 85,325 -34,012 -29%
Mariner
23
Mariner
Kansas
$2.07M 81,625 +4,558 +6%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M 70,533 +12,144 +21%
RJA
25
Raymond James & Associates
Florida
$1.67M 65,631 -9,052 -12%
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