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 %
CBFP
51
Cedar Brook Financial Partners
Ohio
$616K +$410 +16 +0.1%
SIC
52
Sigma Investment Counselors
Michigan
$606K +$154K +6,000 +34%
PFM
53
Phillips Financial Management
Indiana
$533K +$39K +1,533 +8%
EPP
54
ETF Portfolio Partners
Kansas
$525K
SSB
55
Sandy Spring Bank
Maryland
$514K +$128K +4,975 +33%
VA
56
Valmark Advisers
Ohio
$491K +$64K +2,494 +15%
AFP
57
Ausdal Financial Partners
Iowa
$477K +$1.68K +65 +0.4%
PWS
58
Peloton Wealth Strategists
Indiana
$436K
BPA
59
Beacon Pointe Advisors
California
$413K +$413K +16,065 New
ADL
60
Asset Dedication LLC
California
$405K -$65.3K -2,539 -14%
BWM
61
BCS Wealth Management
Tennessee
$404K
WI
62
WrapManager Inc
California
$389K -$134K -5,217 -26%
CIA
63
Capital Investment Advisors
Georgia
$355K +$32.3K +1,260 +10%
AIP
64
Ameritas Investment Partners
Nebraska
$347K +$26 +1 +0%
Osaic Holdings
65
Osaic Holdings
Arizona
$347K +$347K +13,513 New
KA
66
Klingman & Associates
New York
$315K +$14.2K +554 +5%
DADC
67
D.A. Davidson & Co
Montana
$313K
LWM
68
Laidlaw Wealth Management
New York
$256K +$256K +9,963 New
APA
69
American Portfolios Advisors
New York
$241K
IWC
70
Integrated Wealth Concepts
Massachusetts
$224K -$23.7K -926 -10%
KCM
71
Kathmere Capital Management
Pennsylvania
$211K +$538 +21 +0.3%
COF
72
Capital One Financial
Virginia
$206K +$206K +8,028 New
FCA
73
FinTrust Capital Advisors
South Carolina
$169K
GEA
74
Glen Eagle Advisors
New Jersey
$158K +$19.2K +750 +14%
OPS
75
Orion Portfolio Solutions
Nebraska
$155K +$155K +6,038 New