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 %
VA
76
Valmark Advisers
Ohio
$888K -$31.7K -1,247 -3%
SSB
77
Sandy Spring Bank
Maryland
$849K -$62.8K -2,470 -7%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$824K -$2.43M -95,450 -75%
CFG
79
Carr Financial Group
Massachusetts
$806K
SWMG
80
Signature Wealth Management Group
Georgia
$800K +$44.3K +1,743 +6%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$797K +$111K +4,356 +16%
AWM
82
Apollon Wealth Management
South Carolina
$743K -$30.5K -1,200 -4%
CIC
83
Carnegie Investment Counsel
Ohio
$727K
CAAS
84
Capital Asset Advisory Services
Michigan
$701K
VNB
85
Virginia National Bank
Virginia
$696K +$2.34K +92 +0.3%
TF
86
TLWM Financial
Texas
$679K
GHA
87
Granite Harbor Advisors
Texas
$641K +$295K +11,614 +85%
AWS
88
Atria Wealth Solutions
New York
$625K
IA
89
IFP Advisors
Florida
$547K -$181K -7,279 -25%
WHCI
90
W.H. Cornerstone Investments
Massachusetts
$545K -$20.6K -811 -4%
BAM
91
Belpointe Asset Management
Nevada
$545K +$19.5K +768 +4%
JAG
92
Journey Advisory Group
Kentucky
$543K +$543K +21,353 New
RWA
93
Redhawk Wealth Advisors
Minnesota
$541K +$541K +21,279 New
AF
94
Allworth Financial
California
$525K
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$521K +$41.4K +1,628 +9%
EPP
96
ETF Portfolio Partners
Kansas
$520K
LNC
97
Lincoln National Corp
Pennsylvania
$509K +$175K +6,896 +53%
ASN
98
Advisory Services Network
Georgia
$507K +$381 +15 +0.1%
Lido Advisors
99
Lido Advisors
California
$501K +$501K +19,707 New
NWM
100
Northcape Wealth Management
New York
$490K -$76.8K -3,020 -14%