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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M
3
ACM
3
Azimuth Capital Management
Michigan
$1.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.17M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Jane Street
3
Jane Street
New York
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$31K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Altium Wealth Management
New York
$745K -$72.2K -2,757 -9%
PWS
52
Peloton Wealth Strategists
Indiana
$738K – – –
TF
53
TLWM Financial
Texas
$700K – – –
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$690K +$34.7K +1,324 +5%
FNC
55
First National Corp
Massachusetts
$682K – – –
LF
56
Lee Financial
Texas
$681K – – –
RCAG
57
Rehmann Capital Advisory Group
Michigan
$649K +$5.33K +203 +0.8%
DADC
58
D.A. Davidson & Co
Montana
$644K +$250K +9,534 +63%
CBFP
59
Cedar Brook Financial Partners
Ohio
$631K +$733 +28 +0.1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$616K +$198K +7,573 +47%
MML Investors Services
61
MML Investors Services
Massachusetts
$593K +$593K +22,649 New
ADL
62
Asset Dedication LLC
California
$577K – – –
EPP
63
ETF Portfolio Partners
Kansas
$536K – – –
GPA
64
Guidance Point Advisors
Massachusetts
$522K +$35.6K +1,362 +7%
BPA
65
Beacon Pointe Advisors
California
$493K +$891 +34 +0.2%
AFP
66
Ausdal Financial Partners
Iowa
$470K -$5.18K -198 -1%
CA
67
CGN Advisors
Kansas
$448K +$448K +17,092 New
WIC
68
Whitegate Investment Counselors
New Hampshire
$438K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$429K +$786 +30 +0.2%
BWM
70
BCS Wealth Management
Tennessee
$413K – – –
AWM
71
Alterna Wealth Management
Texas
$413K +$42.4K +1,622 +11%
AIP
72
Ameritas Investment Partners
Nebraska
$371K +$15.4K +588 +4%
CSPAM
73
Cary Street Partners Asset Management
Virginia
$370K +$370K +86,478 New
NA
74
NewEdge Advisors
Louisiana
$366K – – –
WI
75
WrapManager Inc
California
$355K -$144K -5,490 -29%
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