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.

New
Increased
Maintained
Reduced
Closed
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 %
DADC
126
D.A. Davidson & Co
Montana
$288K -$51.2K -2,014 -15%
WA
127
Wealthstar Advisors
Texas
$264K
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$261K -$42K -1,653 -14%
SWA
129
Stratos Wealth Advisors
Ohio
$261K +$261K +10,260 New
AF
130
Arrow Financial
New York
$258K +$12K +472 +5%
WIC
131
Woodmont Investment Counsel
Tennessee
$254K
HS
132
Horan Securities
United States
$252K +$118K +4,638 +88%
IWM
133
IHT Wealth Management
Illinois
$251K +$687 +27 +0.3%
TWM
134
Tradition Wealth Management
Minnesota
$248K +$127 +5 +0.1%
Citadel Advisors
135
Citadel Advisors
Florida
$247K +$247K +9,694 New
GEA
136
Glen Eagle Advisors
New Jersey
$244K +$203 +8 +0.1%
LF
137
Lantz Financial
Illinois
$232K +$14K +552 +6%
4WM
138
4J Wealth Management
Virginia
$230K +$10.6K +417 +5%
RWM
139
Revisor Wealth Management
Ohio
$229K +$229K +9,000 New
KOMWMG
140
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$220K +$560 +22 +0.3%
KCM
141
Kathmere Capital Management
Pennsylvania
$218K +$610 +24 +0.3%
GAM
142
Gould Asset Management
California
$215K -$169K -6,655 -44%
HWM
143
HB Wealth Management
Georgia
$202K
SRC
144
Shufro Rose & Co
New York
$201K
HW
145
Hedeker Wealth
Illinois
$200K -$1M -39,468 -83%
BWM
146
BCS Wealth Management
Tennessee
$200K
HIA
147
Harbor Investment Advisory
Maryland
$188K
PTC
148
Private Trust Company
Ohio
$181K -$183K -7,204 -50%
PA
149
Parallel Advisors
California
$165K +$140K +5,500 +550%
VCM
150
Vigilant Capital Management
Maine
$152K +$5.33K +210 +4%