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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72 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.34M
2
US Bancorp
2
US Bancorp
Minnesota
$4.64M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.13M
4
Jane Street
4
Jane Street
New York
$2.15M
5
PAG
5
Private Advisor Group
New Jersey
$1.36M

Top Sellers

1
CIC
1
Carnegie Investment Counsel
Ohio
$1.35M
2
BA
2
Boston Advisors
Massachusetts
$358K
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M
5
AFP
5
Ausdal Financial Partners
Iowa
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
26
Fieldpoint Private Securities
Connecticut
$854K – – –
PWM
27
Paulson Wealth Management
Illinois
$804K +$522K +20,673 +185%
CDIA
28
Capital Directions Investment Advisors
Georgia
$726K +$726K +28,918 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$715K +$267K +10,641 +60%
ADL
30
Asset Dedication LLC
California
$685K +$7.64K +304 +1%
LF
31
Lee Financial
Texas
$653K – – –
GPA
32
Guidance Point Advisors
Massachusetts
$640K +$640K +25,513 New
Stifel Financial
33
Stifel Financial
Missouri
$631K +$58.9K +2,325 +10%
CIA
34
Covington Investment Advisors
Pennsylvania
$611K +$611K +24,325 New
MA
35
MCF Advisors
Kentucky
$605K +$2.89K +115 +0.5%
CBFP
36
Cedar Brook Financial Partners
Ohio
$600K +$600K +23,900 New
WI
37
WrapManager Inc
California
$596K +$33.9K +1,350 +6%
AWM
38
Altium Wealth Management
New York
$519K -$91.3K -3,633 -15%
EPP
39
ETF Portfolio Partners
Kansas
$514K – – –
TF
40
TLWM Financial
Texas
$407K +$407K +16,220 New
GIA
41
Gladstone Institutional Advisory
Florida
$395K +$395K +15,714 New
VCM
42
Vivaldi Capital Management
Illinois
$395K +$395K +15,747 New
Mariner
43
Mariner
Kansas
$381K +$156K +6,207 +69%
BA
44
Boston Advisors
Massachusetts
$358K -$732K -29,136 -67%
AFP
45
Ausdal Financial Partners
Iowa
$348K -$264K -10,501 -43%
KA
46
Klingman & Associates
New York
$298K +$298K +11,861 New
FTUS
47
Flow Traders U.S.
New York
$284K +$284K +11,311 New
AIP
48
Ameritas Investment Partners
Nebraska
$279K +$71.5K +2,850 +34%
AIC
49
Ameritas Investment Company
Nebraska
$279K +$279K +11,125 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$276K +$15K +599 +6%
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