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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88 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
15
Closed
5
Calls
$177K
Puts
–
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.38M
2
EWA
2
EP Wealth Advisors
California
$1.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.7M
4
Wells Fargo
4
Wells Fargo
California
$8.06M
5
Bank of America
5
Bank of America
North Carolina
$12.4M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$0
2
MA
2
MCF Advisors
Kentucky
$111K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$999K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$501K – – –
AFP
52
Ausdal Financial Partners
Iowa
$478K +$88K +3,381 +23%
ADL
53
Asset Dedication LLC
California
$471K +$198K +7,687 +72%
SIC
54
Sigma Investment Counselors
Michigan
$455K +$155K +6,000 +52%
PWS
55
Peloton Wealth Strategists
Indiana
$439K – – –
VA
56
Valmark Advisers
Ohio
$429K +$5.98K +232 +1%
BWM
57
BCS Wealth Management
Tennessee
$407K +$407K +15,762 New
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$398K +$398K +15,450 New
SSB
59
Sandy Spring Bank
Maryland
$388K +$14.6K +565 +4%
AIP
60
Ameritas Investment Partners
Nebraska
$349K +$52 +2 +0%
CIA
61
Capital Investment Advisors
Georgia
$325K +$25.6K +991 +9%
IAA
62
Independent Advisor Alliance
North Carolina
$317K +$317K +12,278 New
DADC
63
D.A. Davidson & Co
Montana
$315K +$315K +12,209 New
KA
64
Klingman & Associates
New York
$302K -$43.8K -1,700 -13%
AG
65
Advisor Group
Arizona
$286K +$105K +4,076 +58%
GIA
66
Gladstone Institutional Advisory
Florida
$275K -$19.8K -768 -7%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$269K +$269K +10,400 New
BCA
68
Bay Colony Advisors
Massachusetts
$251K – – –
IWC
69
Integrated Wealth Concepts
Massachusetts
$250K +$28.8K +1,114 +13%
BPWA
70
Beacon Pointe Wealth Advisors
California
$246K +$246K +9,486 New
APA
71
American Portfolios Advisors
New York
$243K +$150K +5,800 +161%
KCM
72
Kathmere Capital Management
Pennsylvania
$212K +$212K +8,222 New
FCA
73
FinTrust Capital Advisors
South Carolina
$170K – – –
GEA
74
Glen Eagle Advisors
New Jersey
$139K – – –
MA
75
MCF Advisors
Kentucky
$111K -$516K -20,005 -82%
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