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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.6M 2,028,586 -124,583 -6%
Wells Fargo
2
Wells Fargo
California
$27.9M 1,097,094 -6,355 -0.6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.2M 835,087 +26,664 +3%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M 805,274 -193,911 -19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.2M 794,009 +28,783 +4%
US Bancorp
6
US Bancorp
Minnesota
$17.8M 700,903 -76,200 -10%
Jane Street
7
Jane Street
New York
$17.5M 689,089 +669,821 +3,476%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.2M 517,486 -16,382 -3%
NA
9
NewEdge Advisors
Louisiana
$11.2M 440,903 -280,050 -39%
LIM
10
Leavell Investment Management
Alabama
$10.8M 425,439 +43 +0%
LPL Financial
11
LPL Financial
California
$10.8M 424,990 +1,415 +0.3%
UBS Group
12
UBS Group
Switzerland
$9.69M 381,203 -50,003 -12%
GT
13
Glenview Trust
Kentucky
$8.9M 349,895 -510 -0.1%
RFC
14
Regions Financial Corp
Alabama
$7.05M 277,250 +2,278 +0.8%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$6.46M 254,170 +24,817 +11%
Truist Financial
16
Truist Financial
North Carolina
$6.02M 236,812 +783 +0.3%
RCA
17
Resonant Capital Advisors
Wisconsin
$5.67M 222,929 -71,335 -24%
RJA
18
Raymond James & Associates
Florida
$5.21M 204,976 +32,551 +19%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$4.77M 187,526 +95,244 +103%
PWM
20
Praetorian Wealth Management
California
$4.76M 187,278 -7,172 -4%
CWP
21
Cyndeo Wealth Partners
Florida
$4.72M 185,568 +32,502 +21%
Mariner
22
Mariner
Kansas
$4.69M 184,263 -15,125 -8%
CIA
23
Covington Investment Advisors
Pennsylvania
$4.67M 183,721 +63,330 +53%
LPT
24
Legacy Private Trust
Wisconsin
$4.54M 178,696 -25,100 -12%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.33M 170,391 +37,330 +28%