IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF

Delisted

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

101 hedge funds and large institutions have $180M invested in iShares iBonds Sep 2019 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
41
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$22M 865,350 -27,474 -3%
MFG
2
Merit Financial Group
Georgia
$15.1M 604,602 +604,602 New
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$9.96M 391,371 +16,632 +4%
Morgan Stanley
4
Morgan Stanley
New York
$8.22M 322,960 +22,440 +7%
Wells Fargo
5
Wells Fargo
California
$7.58M 298,051 +16,107 +6%
Bank of America
6
Bank of America
North Carolina
$6.9M 271,276 -146,530 -35%
GA
7
Gateway Advisory
New Jersey
$5.73M 225,088 +9,149 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.65M 222,192 -17,026 -7%
UCFA
9
United Capital Financial Advisors
Texas
$5.59M 219,695 +23,498 +12%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.05M 198,565 +9,537 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.88M 191,789 +18,643 +11%
NA
12
NewEdge Advisors
Louisiana
$4.48M 176,164 +32,363 +23%
VNA
13
Valley National Advisers
Pennsylvania
$4.14M 162,821 -13,958 -8%
PAG
14
Private Advisor Group
New Jersey
$4.1M 161,277 +46,721 +41%
IWM
15
IHT Wealth Management
Illinois
$4.04M 158,859 +485 +0.3%
LPL Financial
16
LPL Financial
California
$3.96M 155,556 +1,634 +1%
W
17
Wealthquest
Ohio
$3.83M 150,559 -3,494 -2%
LIM
18
Leavell Investment Management
Alabama
$3.66M 143,997
UBS Group
19
UBS Group
Switzerland
$3.24M 127,197 -8,286 -6%
PFM
20
Phillips Financial Management
Indiana
$2.82M 110,819
CCG
21
Chatham Capital Group
Georgia
$2.26M 89,000
LNC
22
Lincoln National Corp
Pennsylvania
$2.23M 87,552 -1,251 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$2.23M 87,506 +60,807 +228%
BPWA
24
Beacon Pointe Wealth Advisors
California
$1.92M 75,483 +1,003 +1%
Mariner
25
Mariner
Kansas
$1.9M 74,567 -2,621 -3%