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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142 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
61
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.1M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$7.8M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
LIA
4
LBMC Investment Advisors
Tennessee
$2.75M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.5M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$296K
2
GA
2
Gateway Advisory
New Jersey
$2.94M
3
Ameriprise
3
Ameriprise
Minnesota
$1.48M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
RFC
5
Regions Financial Corp
Alabama
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.2M +$2.04M +80,916 +177%
SCG
27
Sonata Capital Group
Washington
$3.14M +$22.5K +890 +0.7%
SCA
28
Stonebridge Capital Advisors
Minnesota
$3.04M -$52.6K -2,082 -2%
ANTB
29
AMG National Trust Bank
Colorado
$2.95M – – –
SPA
30
Sentinel Pension Advisors
Massachusetts
$2.95M +$38.2K +1,513 +1%
GA
31
Gateway Advisory
New Jersey
$2.94M -$4.87M -193,051 -62%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$2.78M – – –
LIA
33
LBMC Investment Advisors
Tennessee
$2.75M +$2.75M +108,770 New
KCM
34
Karp Capital Management
California
$2.63M -$55.8K -2,212 -2%
CTC
35
Central Trust Company
Missouri
$2.62M -$22.7K -900 -0.9%
DSA
36
Droms Strauss Advisors
Missouri
$2.45M +$1.23M +48,610 +101%
LF
37
Lee Financial
Texas
$2.24M +$249K +9,850 +12%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$2.18M -$114K -4,518 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.14M +$1.75M +69,186 +443%
PAG
40
Private Advisor Group
New Jersey
$2.02M +$54.2K +2,147 +3%
PFM
41
Phillips Financial Management
Indiana
$2.02M +$285K +11,286 +16%
CIA
42
Covington Investment Advisors
Pennsylvania
$2.01M +$229K +9,070 +13%
Creative Planning
43
Creative Planning
Kansas
$1.92M +$142K +5,636 +8%
CIAS
44
CFS Investment Advisory Services
New Jersey
$1.83M +$1.76M +1,761,558 +2,513%
EVM
45
Eaton Vance Management
Massachusetts
$1.82M +$1.45M +57,556 +401%
BPA
46
Beacon Pointe Advisors
California
$1.64M +$713K +28,189 +77%
ADL
47
Asset Dedication LLC
California
$1.64M -$7.88K -312 -0.5%
SIC
48
Sigma Investment Counselors
Michigan
$1.53M -$32.8K -1,300 -2%
Ameriprise
49
Ameriprise
Minnesota
$1.48M -$3.36M -132,821 -69%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$1.21M – – –
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