IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

126 hedge funds and large institutions have $268M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KA
101
Klingman & Associates
New York
$207K 8,140
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$203K 7,968
HWM
103
HB Wealth Management
Georgia
$203K 7,958
TWM
104
Tradition Wealth Management
Minnesota
$148K 5,794 +403 +7%
IA
105
IFP Advisors
Florida
$148K 5,909 +5,909 New
VCM
106
Vigilant Capital Management
Maine
$140K 5,485
Bessemer Group
107
Bessemer Group
New Jersey
$127K 4,980
SC
108
Seldon Capital
California
$120K 4,693
MA
109
MCF Advisors
Kentucky
$112K 4,385 +4,385 New
FRA
110
Front Row Advisors
California
$89K 3,500
FNBOSM
111
First National Bank of South Miami
Florida
$84K 3,287 +1,060 +48%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$81K 3,197 +887 +38%
CIAS
113
CFS Investment Advisory Services
New Jersey
$72K 1,843,623 +1,771,692 +2,463%
SPIA
114
Steward Partners Investment Advisory
New York
$51K 1,987
CJL
115
Cyrus J. Lawrence
New York
$51K 2,000 +2,000 New
BWL
116
Bogart Wealth LLC
Virginia
$39K 1,520
1IA
117
1834 Investment Advisors
Wisconsin
$30K 1,195
BEI
118
Benjamin Edwards Inc
Missouri
$29K 1,146 +1,146 New
RIM
119
Rockbridge Investment Management
New York
$24.7K 971
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$18K 743 +743 New
AF
121
Allworth Financial
California
$16K 635
CAAS
122
Capital Asset Advisory Services
Michigan
$14K 562
SC
123
Stephens Consulting
Michigan
$7.97K 313 +313 New
AF
124
Advisornet Financial
Minnesota
$6K 255 +255 New
BlackRock
125
BlackRock
New York
$4K 142