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 %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$114K +$24.8K +986 +28%
MA
127
MCF Advisors
Kentucky
$102K +$302 +12 +0.3%
FRA
128
Front Row Advisors
California
$88K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$58K
HIA
130
Harbor Investment Advisory
Maryland
$52K +$11.8K +468 +29%
SPIA
131
Steward Partners Investment Advisory
New York
$50K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$49K -$22.6K -900 -32%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$48K
HI
134
Harbour Investments
Wisconsin
$41K
BWL
135
Bogart Wealth LLC
Virginia
$38K
HS
136
Horan Securities
United States
$33K +$33K +1,322 New
BEI
137
Benjamin Edwards Inc
Missouri
$28K -$1.38K -54 -5%
GRP
138
Global Retirement Partners
California
$20K +$20K +792 New
AF
139
Allworth Financial
California
$16K
SC
140
Stephens Consulting
Michigan
$7.9K
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +187 New
BlackRock
142
BlackRock
New York
$4K
PI
143
PFS Investments
Georgia
$3.65K -$416 -16,496 -10%
NDSI
144
Newman Dignan & Sheerar Inc
Rhode Island
$3.15K +$684 +27,087 +28%
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$3.29M -129,188 Closed
BF
146
BOK Financial
Oklahoma
-$1.76M -69,116 Closed
ACIM
147
Azimuth Capital Investment Management
Michigan
-$1.7M -66,475 Closed
P
148
Paradiem
Louisiana
-$1.6M -62,821 Closed
TF
149
TLWM Financial
Texas
-$681K -26,720 Closed
PWM
150
Paulson Wealth Management
Illinois
-$202K -7,938 Closed