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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79 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$5.1M
2
Bank of America
2
Bank of America
North Carolina
$11.5M
3
GWA
3
Guidant Wealth Advisors
Illinois
$2.59M
4
Wells Fargo
4
Wells Fargo
California
$7.02M
5
LIM
5
Leavell Investment Management
Alabama
$3.69M

Top Sellers

1
RCAG
1
Rehmann Capital Advisory Group
Michigan
$0
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
RJA
3
Raymond James & Associates
Florida
$3.15M
4
ADL
4
Asset Dedication LLC
California
$274K
5
BCM
5
Bienville Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$1.48M +$10.2K +397 +0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.38M +$102K +3,948 +8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.34M -$88.1K -3,422 -6%
CIC
29
Carnegie Investment Counsel
Ohio
$1.29M -$126K -4,885 -9%
APP
30
Avantax Planning Partners
Iowa
$1.19M +$6.52K +253 +0.6%
PWM
31
Paulson Wealth Management
Illinois
$1.13M +$37.2K +1,444 +3%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$1.1M – – –
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.02M +$793K +30,814 +344%
AWM
34
Altium Wealth Management
New York
$884K – – –
FPS
35
Fieldpoint Private Securities
Connecticut
$876K – – –
Stifel Financial
36
Stifel Financial
Missouri
$825K -$153K -5,940 -16%
CIA
37
Covington Investment Advisors
Pennsylvania
$763K – – –
CDIA
38
Capital Directions Investment Advisors
Georgia
$745K – – –
GPA
39
Guidance Point Advisors
Massachusetts
$712K +$1.62K +63 +0.2%
TF
40
TLWM Financial
Texas
$688K +$270K +10,500 +65%
LF
41
Lee Financial
Texas
$670K – – –
MA
42
MCF Advisors
Kentucky
$626K +$2.14K +83 +0.3%
CBFP
43
Cedar Brook Financial Partners
Ohio
$618K +$670 +26 +0.1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$610K +$610K +23,686 New
WI
45
WrapManager Inc
California
$559K -$14.5K -564 -3%
EPP
46
ETF Portfolio Partners
Kansas
$527K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$511K +$511K +19,854 New
PFM
48
Phillips Financial Management
Indiana
$500K +$500K +19,414 New
PWS
49
Peloton Wealth Strategists
Indiana
$438K +$438K +17,000 New
VA
50
Valmark Advisers
Ohio
$422K +$422K +16,401 New
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