IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

142 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
61
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Alesco Advisors
New York
$1.19M
GFPC
52
Global Financial Private Client
Florida
$1.17M +$107K +4,258 +10%
APP
53
Avantax Planning Partners
Iowa
$1.17M
AWS
54
AJ Wealth Strategies
New York
$1.1M +$69K +2,735 +7%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.1M +$1.1M +43,505 New
Osaic Holdings
56
Osaic Holdings
Arizona
$1.09M +$221K +8,755 +25%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$1.05M
SSB
58
Sandy Spring Bank
Maryland
$1.04M -$61.2K -2,425 -6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$964K
NWM
60
Northcape Wealth Management
New York
$938K -$699K -27,698 -43%
BSAM
61
Blue Square Asset Management
New York
$927K
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$923K +$273K +10,815 +42%
AWM
63
Apollon Wealth Management
South Carolina
$916K -$20.2K -800 -2%
FAM
64
Forte Asset Management
New York
$893K
VA
65
Valmark Advisers
Ohio
$872K -$34.1K -1,351 -4%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$865K -$107K -4,239 -11%
GPA
67
Guidance Point Advisors
Massachusetts
$860K +$18.8K +746 +2%
CIC
68
Carnegie Investment Counsel
Ohio
$755K -$288K -11,400 -28%
TWM
69
Tradition Wealth Management
Minnesota
$740K +$151 +6 +0%
VNB
70
Virginia National Bank
Virginia
$728K -$246K -9,725 -25%
IWC
71
Integrated Wealth Concepts
Massachusetts
$725K +$63.6K +2,519 +10%
CDIA
72
Capital Directions Investment Advisors
Georgia
$724K -$731K -28,681 Closed
TWA
73
Tillar-Wenstrup Advisors
Ohio
$688K -$154K -6,100 -18%
WHCI
74
W.H. Cornerstone Investments
Massachusetts
$665K +$665K +26,341 New
AWS
75
Atria Wealth Solutions
New York
$620K +$620K +24,569 New