IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

44 hedge funds and large institutions have $41.5M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
19
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.23M 210,196 +66,103 +46%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.99M 200,589 +200,589 New
Morgan Stanley
3
Morgan Stanley
New York
$3.36M 135,092 +89,109 +194%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53M 101,713 +101,713 New
Jane Street
5
Jane Street
New York
$2.49M 100,126 +100,126 New
ADL
6
Asset Dedication LLC
California
$2M 80,488 +1,995 +3%
Wells Fargo
7
Wells Fargo
California
$1.93M 77,528 +16,868 +28%
US Bancorp
8
US Bancorp
Minnesota
$1.9M 76,459 +44,394 +138%
UBS Group
9
UBS Group
Switzerland
$1.73M 69,529 +36,606 +111%
CIM
10
Confluence Investment Management
Missouri
$1.71M 68,785 +16,142 +31%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M 61,227 +49,449 +420%
CTC
12
Central Trust Company
Missouri
$1.48M 59,600 +16,900 +40%
BA
13
Boston Advisors
Massachusetts
$1.04M 41,938 -728 -2%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$987K 39,635 +11,030 +39%
LNC
15
Lincoln National Corp
Pennsylvania
$921K 37,000 -18,374 -33%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$907K 36,424 +36,424 New
CIC
17
Carnegie Investment Counsel
Ohio
$607K 24,414 -750 -3%
APP
18
Avantax Planning Partners
Iowa
$586K 23,545 +23,545 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$520K 20,916 +300 +1%
Stifel Financial
20
Stifel Financial
Missouri
$499K 19,932 +19,932 New
AWM
21
Altium Wealth Management
New York
$448K 18,024 +5,620 +45%
RJA
22
Raymond James & Associates
Florida
$364K 14,622 +14,622 New
LPL Financial
23
LPL Financial
California
$358K 14,397 +14,397 New
AFP
24
Ausdal Financial Partners
Iowa
$356K 14,292 +666 +5%
VCM
25
Vigilant Capital Management
Maine
$328K 13,169 -41,500 -76%