IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

89 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.75M +$173K +6,745 +11%
LF
27
LifeSteps Financial
California
$1.57M +$56.1K +2,188 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.56M +$1.56M +60,793 New
EC
29
Estate Counselors
Wisconsin
$1.56M +$1.56M +60,700 New
Stifel Financial
30
Stifel Financial
Missouri
$1.52M +$34.7K +1,347 +2%
CIC
31
Carnegie Investment Counsel
Ohio
$1.43M +$18.3K +715 +1%
APP
32
Avantax Planning Partners
Iowa
$1.22M +$90.2K +3,517 +8%
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$1.14M +$744K +29,010 +188%
Ameriprise
34
Ameriprise
Minnesota
$1.11M +$1.11M +43,133 New
PWM
35
Paulson Wealth Management
Illinois
$1.09M -$19.5K -754 -2%
REMPR
36
Roof Eidam Maycock Peralta (REMP)
California
$1.05M -$48.9K -1,905 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$993K +$641 +25 +0.1%
CIA
38
Covington Investment Advisors
Pennsylvania
$939K -$9.74K -380 -1%
NA
39
NewEdge Advisors
Louisiana
$905K -$3.03M -118,284 -77%
FPS
40
Fieldpoint Private Securities
Connecticut
$872K
GPA
41
Guidance Point Advisors
Massachusetts
$837K +$1.31K +51 +0.2%
AWM
42
Altium Wealth Management
New York
$816K +$12.2K +477 +2%
CDIA
43
Capital Directions Investment Advisors
Georgia
$813K +$71.3K +2,780 +10%
SCG
44
Sonata Capital Group
Washington
$785K +$24.6K +960 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$768K +$156K +6,076 +25%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$737K -$656K -25,567 -47%
TF
47
TLWM Financial
Texas
$685K
RCAG
48
Rehmann Capital Advisory Group
Michigan
$675K +$675K +26,304 New
LF
49
Lee Financial
Texas
$667K
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$627K +$118K +4,613 +23%