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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74 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
37
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$11M
2
RJA
2
Raymond James & Associates
Florida
$3.78M
3
UBS Group
3
UBS Group
Switzerland
$9.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.89M
5
NA
5
NewEdge Advisors
Louisiana
$2.68M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$3.52M
2
Jane Street
2
Jane Street
New York
$911K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$223K
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
26
Avantax Planning Partners
Iowa
$1.02M +$105K +4,129 +11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$967K +$242K +9,518 +33%
Stifel Financial
28
Stifel Financial
Missouri
$935K +$300K +11,756 +47%
Jane Street
29
Jane Street
New York
$911K -$1.27M -49,992 -58%
AWM
30
Altium Wealth Management
New York
$874K +$348K +13,640 +66%
FPS
31
Fieldpoint Private Securities
Connecticut
$866K – – –
PWM
32
Paulson Wealth Management
Illinois
$839K +$28K +1,099 +3%
ADL
33
Asset Dedication LLC
California
$784K +$89.3K +3,505 +13%
Mariner
34
Mariner
Kansas
$752K +$365K +14,333 +94%
CIA
35
Covington Investment Advisors
Pennsylvania
$726K +$107K +4,200 +17%
GPA
36
Guidance Point Advisors
Massachusetts
$701K +$51.3K +2,016 +8%
LF
37
Lee Financial
Texas
$662K – – –
MA
38
MCF Advisors
Kentucky
$615K +$1.55K +61 +0.3%
CBFP
39
Cedar Brook Financial Partners
Ohio
$609K +$509 +20 +0.1%
WI
40
WrapManager Inc
California
$573K -$31.2K -1,225 -5%
EPP
41
ETF Portfolio Partners
Kansas
$521K – – –
RCAG
42
Rehmann Capital Advisory Group
Michigan
$507K +$507K +19,900 New
TF
43
TLWM Financial
Texas
$413K – – –
GIA
44
Gladstone Institutional Advisory
Florida
$409K +$8.56K +336 +2%
AFP
45
Ausdal Financial Partners
Iowa
$364K +$11K +431 +3%
BA
46
Boston Advisors
Massachusetts
$362K -$636 -25 -0.2%
BCA
47
Bay Colony Advisors
Massachusetts
$345K +$345K +13,532 New
VCM
48
Vivaldi Capital Management
Illinois
$334K -$67.1K -2,633 -17%
KA
49
Klingman & Associates
New York
$333K +$31.4K +1,235 +10%
BCM
50
Bienville Capital Management
New York
$306K +$306K +12,000 New
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