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 %
SSB
51
Sandy Spring Bank
Maryland
$291K +$33.1K +1,300 +13%
AIP
52
Ameritas Investment Partners
Nebraska
$283K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$223K -$922K -36,212 -81%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$204K – – –
ANTB
55
AMG National Trust Bank
Colorado
$201K +$201K +7,889 New
FCA
56
FinTrust Capital Advisors
South Carolina
$168K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$165K -$3.19K -125 -2%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$154K -$116K -4,554 -43%
AG
59
Advisor Group
Arizona
$145K +$110K +4,336 +318%
GEA
60
Glen Eagle Advisors
New Jersey
$138K +$10.2K +400 +8%
RFC
61
Regions Financial Corp
Alabama
$123K – – –
WCM
62
WealthBridge Capital Management
Ohio
$120K +$120K +4,700 New
1IA
63
1834 Investment Advisors
Wisconsin
$99K +$7.62K +300 +8%
APA
64
American Portfolios Advisors
New York
$91.7K – – –
FNC
65
First National Corp
Massachusetts
$72K – – –
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$64K +$76 +3 +0.1%
AF
67
Advisornet Financial
Minnesota
$33K +$5.08K +200 +18%
FFW
68
Fusion Family Wealth
New York
$31K – – –
TC
69
Trust Company
Kansas
$30K – – –
GWA
70
Guidant Wealth Advisors
Illinois
$25K – – –
VCM
71
Vigilant Capital Management
Maine
$24K +$8.34K +330 +53%
TA
72
TCG Advisors
Texas
$15K +$15K +577 New
BlackRock
73
BlackRock
New York
$4K – – –
BEI
74
Benjamin Edwards Inc
Missouri
$3K +$3K +111 New
CDIA
75
Capital Directions Investment Advisors
Georgia
– -$726K -28,918 Closed
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