IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $172M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$22.7M 892,824 -89,598 -9%
Bank of America
2
Bank of America
North Carolina
$10.6M 417,806 -147,943 -26%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$9.54M 374,739 +38,037 +11%
Morgan Stanley
4
Morgan Stanley
New York
$7.65M 300,520 -188,084 -38%
Jane Street
5
Jane Street
New York
$7.32M 287,593 +272,958 +1,865%
Wells Fargo
6
Wells Fargo
California
$7.18M 281,944 -2,760 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.09M 239,218 -8,264 -3%
GA
8
Gateway Advisory
New Jersey
$5.5M 215,939 -36,718 -15%
UCFA
9
United Capital Financial Advisors
Texas
$4.99M 196,197 -438 -0.2%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.81M 189,028 +11,652 +7%
VNA
11
Valley National Advisers
Pennsylvania
$4.5M 176,779 -8,651 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.41M 173,146 -3,239 -2%
IWM
13
IHT Wealth Management
Illinois
$4.03M 158,374 +301 +0.2%
W
14
Wealthquest
Ohio
$3.92M 154,053 +4,128 +3%
LPL Financial
15
LPL Financial
California
$3.92M 153,922 +13,731 +10%
LIM
16
Leavell Investment Management
Alabama
$3.67M 143,997 -3,000 -2%
NA
17
NewEdge Advisors
Louisiana
$3.66M 143,801 +80,339 +127%
UBS Group
18
UBS Group
Switzerland
$3.45M 135,483 -34,265 -20%
PAG
19
Private Advisor Group
New Jersey
$2.92M 114,556 -52,511 -31%
PFM
20
Phillips Financial Management
Indiana
$2.82M 110,819 +7,677 +7%
CCG
21
Chatham Capital Group
Georgia
$2.27M 89,000
LNC
22
Lincoln National Corp
Pennsylvania
$2.26M 88,803 +3,478 +4%
Mariner
23
Mariner
Kansas
$1.96M 77,188 -4,437 -5%
BPWA
24
Beacon Pointe Wealth Advisors
California
$1.89M 74,480 +23,903 +47%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M 68,608 -1,925 -3%