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

72 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
42
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.34M
2
RFC
2
Regions Financial Corp
Alabama
$1.23M
3
ANTB
3
AMG National Trust Bank
Colorado
$1.26M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$744K
5
UCFA
5
United Capital Financial Advisors
Texas
$5.48M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.74M
2
IA
2
IFG Advisory
Georgia
$0
3
Jane Street
3
Jane Street
New York
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$1.23M +$1.11M +42,965 +890%
APP
27
Avantax Planning Partners
Iowa
$1.18M +$144K +5,619 +14%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.1M – – –
PWM
29
Paulson Wealth Management
Illinois
$1.09M +$243K +9,404 +29%
Mariner
30
Mariner
Kansas
$1.04M +$282K +10,972 +37%
Stifel Financial
31
Stifel Financial
Missouri
$980K +$30.7K +1,186 +3%
AWM
32
Altium Wealth Management
New York
$882K – – –
FPS
33
Fieldpoint Private Securities
Connecticut
$875K – – –
ADL
34
Asset Dedication LLC
California
$819K +$27.2K +1,056 +3%
CIA
35
Covington Investment Advisors
Pennsylvania
$762K +$28K +1,090 +4%
CDIA
36
Capital Directions Investment Advisors
Georgia
$744K +$744K +28,918 New
GPA
37
Guidance Point Advisors
Massachusetts
$709K +$1.72K +67 +0.2%
LF
38
Lee Financial
Texas
$669K – – –
RCAG
39
Rehmann Capital Advisory Group
Michigan
$625K +$113K +4,385 +22%
MA
40
MCF Advisors
Kentucky
$623K +$2.29K +89 +0.4%
CBFP
41
Cedar Brook Financial Partners
Ohio
$616K +$720 +28 +0.1%
WI
42
WrapManager Inc
California
$573K -$5.97K -232 -1%
EPP
43
ETF Portfolio Partners
Kansas
$526K – – –
TF
44
TLWM Financial
Texas
$417K – – –
AFP
45
Ausdal Financial Partners
Iowa
$387K +$17.1K +659 +5%
KA
46
Klingman & Associates
New York
$337K +$488 +19 +0.1%
AIP
47
Ameritas Investment Partners
Nebraska
$335K +$48.9K +1,900 +17%
SSB
48
Sandy Spring Bank
Maryland
$320K +$26.6K +1,035 +9%
GIA
49
Gladstone Institutional Advisory
Florida
$312K -$101K -3,925 -24%
BCM
50
Bienville Capital Management
New York
$309K – – –
1
2
3 4