IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M -$145K -5,716 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.97M -$112K -4,407 -3%
Ameriprise
28
Ameriprise
Minnesota
$3.67M +$1.99M +78,098 +118%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.65M -$820K -32,261 -18%
UCFA
30
United Capital Financial Advisors
Texas
$3.37M -$438K -17,234 -12%
OAM
31
Oppenheimer Asset Management
New York
$3.33M -$33.3K -1,311 -1%
LIA
32
LBMC Investment Advisors
Tennessee
$3.32M +$76.7K +3,015 +2%
SPA
33
Sentinel Pension Advisors
Massachusetts
$3.19M +$44.2K +1,740 +1%
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$3.15M -$25.4K -1,000 -0.8%
SCG
35
Sonata Capital Group
Washington
$3.07M -$97.1K -3,820 -3%
GA
36
Gateway Advisory
New Jersey
$3.03M +$342K +13,433 +13%
SCA
37
Stonebridge Capital Advisors
Minnesota
$2.79M -$65.3K -2,567 -2%
PSIWM
38
Paradigm Strategies in Wealth Management
Minnesota
$2.76M -$246K -9,687 -8%
DSA
39
Droms Strauss Advisors
Missouri
$2.68M +$251K +9,876 +10%
EWA
40
EP Wealth Advisors
California
$2.62M +$68K +519 +3%
CTC
41
Central Trust Company
Missouri
$2.59M +$51.2K +2,014 +2%
WA
42
Waterford Advisors
New York
$2.58M +$5.09K +200 +0.2%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$2.51M
GFPC
44
Global Financial Private Client
Florida
$2.45M +$619K +24,359 +34%
PFM
45
Phillips Financial Management
Indiana
$2.33M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.18M -$175K -6,880 -7%
ANTB
47
AMG National Trust Bank
Colorado
$2.08M -$186K -7,304 -8%
Creative Planning
48
Creative Planning
Kansas
$1.87M +$156K +6,148 +9%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.86M +$139K +5,460 +8%
CIAS
50
CFS Investment Advisory Services
New Jersey
$1.81M +$124K +4,890 +7%