IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Overview Fund Activity
Delisted

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

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54 hedge funds and large institutions have $51.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFG Advisory
Georgia
$1.47M
2
UBS Group
2
UBS Group
Switzerland
$3.01M
3
Wells Fargo
3
Wells Fargo
California
$3.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.44M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$730K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$323K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.26M
4
VCM
4
Vigilant Capital Management
Maine
$82K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MCF Advisors
Kentucky
$546K +$546K +21,880 New
Stifel Financial
27
Stifel Financial
Missouri
$536K +$34.8K +1,382 +7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$520K – – –
PAG
29
Private Advisor Group
New Jersey
$417K +$211K +8,450 +102%
AWM
30
Altium Wealth Management
New York
$393K -$56.7K -2,273 -13%
SCA
31
Stonebridge Capital Advisors
Minnesota
$384K +$384K +15,396 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$323K -$587K -23,489 -64%
VA
33
Valmark Advisers
Ohio
$306K +$32.1K +1,288 +12%
LFAS
34
Level Four Advisory Services
Texas
$297K – – –
VF
35
Virtu Financial
New York
$289K +$83.5K +3,343 +41%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$267K -$12.6K -506 -5%
PWM
37
Paulson Wealth Management
Illinois
$260K +$1.02K +41 +0.4%
LIM
38
Leavell Investment Management
Alabama
$250K +$250K +10,000 New
AIP
39
Ameritas Investment Partners
Nebraska
$192K +$60.3K +2,425 +46%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$185K +$79.4K +3,177 +75%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$155K +$499 +20 +0.3%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$155K +$155K +6,210 New
OIA
43
OneDigital Investment Advisors
Kansas
$150K +$150K +6,038 New
SSB
44
Sandy Spring Bank
Maryland
$126K +$126K +5,070 New
RFC
45
Regions Financial Corp
Alabama
$103K +$47.7K +1,900 +86%
1IA
46
1834 Investment Advisors
Wisconsin
$90K +$15K +600 +20%
VCM
47
Vigilant Capital Management
Maine
$82K -$248K -9,896 -75%
GEA
48
Glen Eagle Advisors
New Jersey
$74.9K +$62.4K +2,500 +500%
AG
49
Advisor Group
Arizona
$46K +$46K +1,827 New
FFW
50
Fusion Family Wealth
New York
$31K – – –
1
2
3