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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171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.3M
3
GT
3
Glenview Trust
Kentucky
$8.88M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.68M
2
Jane Street
2
Jane Street
New York
$488K
3
CIM
3
Confluence Investment Management
Missouri
$3.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.07M
5
ANTB
5
AMG National Trust Bank
Colorado
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.8M -$31.6K -1,246 -0.8%
IWC
27
Integrated Wealth Concepts
Massachusetts
$3.37M +$2.65M +104,356 +364%
OAM
28
Oppenheimer Asset Management
New York
$3.36M +$3.36M +132,357 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$3.24M +$2.14M +84,360 +194%
LIA
30
LBMC Investment Advisors
Tennessee
$3.23M +$473K +18,657 +17%
NDSI
31
Newman Dignan & Sheerar Inc
Rhode Island
$3.16M +$406 +16 +0%
SCG
32
Sonata Capital Group
Washington
$3.16M – – –
SPA
33
Sentinel Pension Advisors
Massachusetts
$3.14M +$174K +6,883 +6%
CIM
34
Confluence Investment Management
Missouri
$3.07M -$1.15M -45,196 -27%
CIA
35
Covington Investment Advisors
Pennsylvania
$3.05M +$1.03M +40,595 +51%
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
$3M +$201K +7,925 +7%
MMA
37
Miracle Mile Advisors
California
$2.98M +$2.98M +117,406 New
SCA
38
Stonebridge Capital Advisors
Minnesota
$2.85M -$209K -8,228 -7%
GA
39
Gateway Advisory
New Jersey
$2.68M -$282K -11,127 -10%
WA
40
Waterford Advisors
New York
$2.57M +$2.57M +101,320 New
CTC
41
Central Trust Company
Missouri
$2.53M -$97.8K -3,859 -4%
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
$2.5M +$2.5M +98,620 New
DSA
43
Droms Strauss Advisors
Missouri
$2.43M -$30.9K -1,218 -1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.34M +$1.42M +55,903 +153%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$2.34M +$190K +7,479 +9%
PFM
46
Phillips Financial Management
Indiana
$2.32M +$294K +11,600 +15%
ANTB
47
AMG National Trust Bank
Colorado
$2.26M -$700K -27,615 -24%
BPA
48
Beacon Pointe Advisors
California
$2.26M +$610K +24,063 +37%
BOPW
49
Brandywine Oak Private Wealth
Pennsylvania
$1.84M -$350K -13,791 -16%
GFPC
50
Global Financial Private Client
Florida
$1.83M +$654K +25,806 +56%
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