IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.6M 2,153,169 +609,957 +40%
Wells Fargo
2
Wells Fargo
California
$28M 1,103,449 +324,482 +42%
Morgan Stanley
3
Morgan Stanley
New York
$25.3M 999,185 +462,494 +86%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.5M 808,423 +115,001 +17%
US Bancorp
5
US Bancorp
Minnesota
$19.7M 777,103 -18,700 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.4M 765,226 +48,138 +7%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.5M 533,868 +30,106 +6%
UBS Group
8
UBS Group
Switzerland
$10.9M 431,206 +133,268 +45%
LIM
9
Leavell Investment Management
Alabama
$10.8M 425,396 +7,988 +2%
LPL Financial
10
LPL Financial
California
$10.7M 423,575 +138,788 +49%
GT
11
Glenview Trust
Kentucky
$8.88M 350,405 +350,405 New
RCA
12
Resonant Capital Advisors
Wisconsin
$7.46M 294,264 -14,827 -5%
RFC
13
Regions Financial Corp
Alabama
$6.97M 274,972 -7,449 -3%
Truist Financial
14
Truist Financial
North Carolina
$5.98M 236,029 +43,912 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.93M 233,843 +65,057 +39%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.81M 229,353 +102,727 +81%
LPT
17
Legacy Private Trust
Wisconsin
$5.17M 203,796 +53,048 +35%
Mariner
18
Mariner
Kansas
$5.05M 199,388 -22,191 -10%
PWM
19
Praetorian Wealth Management
California
$4.93M 194,450 -5,316 -3%
Stifel Financial
20
Stifel Financial
Missouri
$4.57M 180,127 +47,824 +36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.46M 175,801 -3,945 -2%
RJA
22
Raymond James & Associates
Florida
$4.37M 172,425 +24,395 +16%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M 171,665 +171,665 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.07M 160,381 -43,103 -21%
CWP
25
Cyndeo Wealth Partners
Florida
$3.88M 153,066 +153,066 New