IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Overview Fund Activity
Delisted

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

Back to rankings

57 hedge funds and large institutions have $79.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$4.91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.2M
4
CIM
4
Confluence Investment Management
Missouri
$4.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.14M

Top Sellers

1
ADL
1
Asset Dedication LLC
California
$670K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
VA
4
Valmark Advisers
Ohio
$0
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$670K -$1.36M -54,854 -67%
LF
27
Lee Financial
Texas
$646K – – –
NA
28
NewEdge Advisors
Louisiana
$609K +$31.1K +1,249 +5%
AFP
29
Ausdal Financial Partners
Iowa
$605K +$1.47K +59 +0.2%
AWM
30
Altium Wealth Management
New York
$604K +$212K +8,545 +54%
MA
31
MCF Advisors
Kentucky
$595K +$51.7K +2,080 +10%
Stifel Financial
32
Stifel Financial
Missouri
$565K +$32.2K +1,288 +6%
WI
33
WrapManager Inc
California
$556K – – –
EPP
34
ETF Portfolio Partners
Kansas
$508K +$508K +20,455 New
PAG
35
Private Advisor Group
New Jersey
$444K +$28.5K +1,147 +7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$443K +$259K +10,412 +141%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$400K +$245K +9,875 +159%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$278K +$12.1K +486 +5%
PWM
39
Paulson Wealth Management
Illinois
$275K +$18.6K +755 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$258K +$258K +10,406 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$247K +$247K +9,957 New
SSB
42
Sandy Spring Bank
Maryland
$244K +$118K +4,740 +93%
Mariner
43
Mariner
Kansas
$223K +$223K +8,980 New
AIP
44
Ameritas Investment Partners
Nebraska
$205K +$13.6K +550 +7%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$156K +$1.86K +75 +1%
OIA
46
OneDigital Investment Advisors
Kansas
$150K – – –
SWP
47
Stratos Wealth Partners
Ohio
$149K +$149K +6,000 New
GEA
48
Glen Eagle Advisors
New Jersey
$124K +$49.7K +2,000 +67%
RFC
49
Regions Financial Corp
Alabama
$107K +$4.97K +200 +5%
1IA
50
1834 Investment Advisors
Wisconsin
$89K – – –
1
2
3