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.

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 %
AFP
51
Ausdal Financial Partners
Iowa
$386K +$1.03K +40 +0.3%
SSB
52
Sandy Spring Bank
Maryland
$373K +$52.2K +2,025 +16%
AIP
53
Ameritas Investment Partners
Nebraska
$348K +$12.9K +502 +4%
KA
54
Klingman & Associates
New York
$346K +$7.74K +300 +2%
SIC
55
Sigma Investment Counselors
Michigan
$300K +$300K +11,640 New
CIA
56
Capital Investment Advisors
Georgia
$299K +$40.6K +1,575 +16%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$295K +11,463 New
GIA
58
Gladstone Institutional Advisory
Florida
$294K -$18.3K -710 -6%
ADL
59
Asset Dedication LLC
California
$274K -$548K -21,206 -67%
BA
60
Boston Advisors
Massachusetts
$268K – – –
BCA
61
Bay Colony Advisors
Massachusetts
$249K -$43.8K -1,701 -15%
SCG
62
Sonata Capital Group
Washington
$244K +$244K +9,463 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$220K +$220K +8,556 New
AG
64
Advisor Group
Arizona
$181K -$2.15K -83 -1%
FCA
65
FinTrust Capital Advisors
South Carolina
$170K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$165K -$1.93K -75 -1%
GEA
67
Glen Eagle Advisors
New Jersey
$139K – – –
1IA
68
1834 Investment Advisors
Wisconsin
$106K – – –
FAAS
69
First Allied Advisory Services
California
$104K +$104K +4,030 New
APA
70
American Portfolios Advisors
New York
$92.7K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$67K – – –
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$65K +$128 +5 +0.2%
AIC
73
Ameritas Investment Company
Nebraska
$56K +$56K +2,189 New
AF
74
Advisornet Financial
Minnesota
$53K +$19.4K +750 +58%
VCM
75
Vigilant Capital Management
Maine
$44K +$19.7K +770 +81%
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