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 %
Bank of America
1
Bank of America
North Carolina
$22.2M 873,214 +59,763 +7%
Wells Fargo
2
Wells Fargo
California
$19.5M 766,340 +13,090 +2%
US Bancorp
3
US Bancorp
Minnesota
$15.7M 617,089 -27,134 -4%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M 500,148 -119,247 -19%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.97M 391,529 +253,598 +184%
LIM
6
Leavell Investment Management
Alabama
$9.86M 386,891 -10,350 -3%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$9.58M 378,305 +59,757 +19%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.53M 334,902 +22,643 +7%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$8.22M 322,856 +20,701 +7%
GA
10
Gateway Advisory
New Jersey
$8.1M 317,910 -11,501 -3%
UBS Group
11
UBS Group
Switzerland
$6.45M 253,276 -23,780 -9%
LPL Financial
12
LPL Financial
California
$6.3M 247,324 +48,289 +24%
Mariner
13
Mariner
Kansas
$5.3M 207,911 +7,081 +4%
PWM
14
Praetorian Wealth Management
California
$5.18M 203,316 +21,561 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.07M 199,096 -5,800 -3%
Ameriprise
16
Ameriprise
Minnesota
$4.7M 184,348 +61,404 +50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.25M 166,905 +79,192 +90%
CIM
18
Confluence Investment Management
Missouri
$4.12M 161,705 -1,282 -0.8%
Truist Financial
19
Truist Financial
North Carolina
$4.12M 161,711 +23,414 +17%
UCFA
20
United Capital Financial Advisors
Texas
$4.06M 159,240 -7,369 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.82M 149,821 +6,926 +5%
RFC
22
Regions Financial Corp
Alabama
$3.79M 148,706 -9,540 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.69M 22,918 +2,501 +12%
LPT
24
Legacy Private Trust
Wisconsin
$3.52M 138,250 +30,133 +28%
Stifel Financial
25
Stifel Financial
Missouri
$3.52M 138,089 +78,660 +132%