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 %
DADC
76
D.A. Davidson & Co
Montana
$609K
APA
77
American Portfolios Advisors
New York
$604K
SWMG
78
Signature Wealth Management Group
Georgia
$600K +$297K +11,785 +98%
SVWAG
79
Sound View Wealth Advisors Group
Georgia
$583K -$40K -1,583 -6%
PWS
80
Peloton Wealth Strategists
Indiana
$560K
KPWS
81
Kestra Private Wealth Services
Texas
$534K -$10.1K -400 -2%
EPP
82
ETF Portfolio Partners
Kansas
$516K
ASN
83
Advisory Services Network
Georgia
$508K +$404 +16 +0.1%
EWA
84
EP Wealth Advisors
California
$504K -$41.5K -1,645 -8%
AIP
85
Ameritas Investment Partners
Nebraska
$498K +$252 +10 +0.1%
CIA
86
Capital Investment Advisors
Georgia
$485K +$8.99K +356 +2%
EIA
87
Eldridge Investment Advisors
New Hampshire
$482K +$172K +6,803 +55%
PGAM
88
Princeton Global Asset Management
New Jersey
$473K +$19.9K +787 +4%
RHP
89
Royal Harbor Partners
Texas
$472K +$472K +18,691 New
MML Investors Services
90
MML Investors Services
Massachusetts
$470K -$115K -4,552 -20%
IA
91
IFP Advisors
Florida
$470K +$323K +12,958 +219%
PTC
92
Private Trust Company
Ohio
$467K +$15.5K +614 +3%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$436K +$132K +5,216 +43%
ST
94
Spinnaker Trust
Maine
$435K -$97.2K -3,851 -18%
FAFN
95
First Affirmative Financial Network
Colorado
$413K -$96.3K -3,819 -19%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$399K -$3.08K -122 -0.8%
BWM
97
BCS Wealth Management
Tennessee
$398K
LNC
98
Lincoln National Corp
Pennsylvania
$386K +$186K +7,385 +93%
CBFP
99
Cedar Brook Financial Partners
Ohio
$371K +$379 +15 +0.1%
CSPAM
100
Cary Street Partners Asset Management
Virginia
$335K +$25.1K +993 +8%