IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

162 hedge funds and large institutions have $349M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
40
Reduced
62
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.6M 1,706,192 -181,346 -10%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M 854,507 -113,119 -12%
Jane Street
3
Jane Street
New York
$18.1M 707,661 +416,300 +143%
Wells Fargo
4
Wells Fargo
California
$15.5M 605,707 -466,707 -44%
NA
5
NewEdge Advisors
Louisiana
$13.9M 543,662 +107,804 +25%
US Bancorp
6
US Bancorp
Minnesota
$13.6M 534,311 -68,762 -11%
HighTower Advisors
7
HighTower Advisors
Illinois
$12M 470,354 -48,075 -9%
LPL Financial
8
LPL Financial
California
$10.6M 415,269 -7,907 -2%
GT
9
Glenview Trust
Kentucky
$8.84M 346,514 -1,610 -0.5%
LIM
10
Leavell Investment Management
Alabama
$8.33M 326,389 -51,500 -14%
UBS Group
11
UBS Group
Switzerland
$7.43M 290,903 -39,212 -12%
RFC
12
Regions Financial Corp
Alabama
$7.19M 281,556 -5,828 -2%
Truist Financial
13
Truist Financial
North Carolina
$5.6M 219,354 -10,000 -4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$5.34M 209,050 -25,094 -11%
RJA
15
Raymond James & Associates
Florida
$5.3M 207,626 +5,391 +3%
CIA
16
Covington Investment Advisors
Pennsylvania
$5.09M 199,456 +10,435 +6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.08M 199,180 -46,067 -19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.84M 189,651 -4,554 -2%
CWP
19
Cyndeo Wealth Partners
Florida
$4.45M 174,206 +150 +0.1%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.22M 165,496 -14,772 -8%
Mariner
21
Mariner
Kansas
$4.05M 158,517 -15,017 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.92M 153,537 -11,815 -7%
Ameriprise
23
Ameriprise
Minnesota
$3.58M 140,335 -5,357 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.57M 139,727 -9,452 -6%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.37M 132,074 -22,451 -15%