IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

72 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$10.4M 414,658 +5,335 +1%
UBS Group
2
UBS Group
Switzerland
$7.34M 292,214 +151,621 +108%
Bank of America
3
Bank of America
North Carolina
$6.96M 277,234 +8,234 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.01M 239,328 +26,556 +12%
CIM
5
Confluence Investment Management
Missouri
$4.97M 197,787 -246 -0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.88M 194,258 +5,178 +3%
UCFA
7
United Capital Financial Advisors
Texas
$4.74M 188,574 -8,871 -4%
US Bancorp
8
US Bancorp
Minnesota
$4.64M 184,739 +49,888 +37%
Wells Fargo
9
Wells Fargo
California
$4.28M 170,521 +10,739 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.54M 141,023 +14,672 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.53M 100,614 -7,802 -7%
Jane Street
12
Jane Street
New York
$2.15M 85,761 +37,420 +77%
LNC
13
Lincoln National Corp
Pennsylvania
$1.54M 61,127 +2,580 +4%
IA
14
IFG Advisory
Georgia
$1.49M 61,151 -371 -0.6%
CTC
15
Central Trust Company
Missouri
$1.41M 56,000 -3,400 -6%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M 55,053 -12,549 -19%
PAG
17
Private Advisor Group
New Jersey
$1.36M 54,003 +36,117 +202%
CIC
18
Carnegie Investment Counsel
Ohio
$1.35M 53,764 -47,370 -47%
LPL Financial
19
LPL Financial
California
$1.18M 46,890 +4,709 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.13M 44,968 +44,968 New
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$1.03M 40,835
SCA
22
Stonebridge Capital Advisors
Minnesota
$945K 37,631 +6,410 +21%
RJA
23
Raymond James & Associates
Florida
$926K 36,873 +590 +2%
LIM
24
Leavell Investment Management
Alabama
$924K 36,800 +2,800 +8%
APP
25
Avantax Planning Partners
Iowa
$906K 36,073