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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$5.68M
3
Bank of America
3
Bank of America
North Carolina
$14.9M
4
US Bancorp
4
US Bancorp
Minnesota
$15.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
CDIA
2
Capital Directions Investment Advisors
Georgia
$0
3
PCH
3
PGIM Custom Harvest
New Jersey
$0
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$853K +$618K +23,624 +263%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$773K +$83.7K +3,197 +12%
PWS
53
Peloton Wealth Strategists
Indiana
$738K – – –
TF
54
TLWM Financial
Texas
$699K – – –
FNC
55
First National Corp
Massachusetts
$682K – – –
LF
56
Lee Financial
Texas
$680K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$654K +$38.1K +1,457 +6%
DADC
58
D.A. Davidson & Co
Montana
$644K – – –
RCAG
59
Rehmann Capital Advisory Group
Michigan
$628K -$4.71K -184 -0.7%
MML Investors Services
60
MML Investors Services
Massachusetts
$594K +$1.36K +52 +0.2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$586K +$586K +22,403 New
AWM
62
Altium Wealth Management
New York
$570K -$174K -6,656 -23%
CA
63
CGN Advisors
Kansas
$542K +$94.6K +3,614 +21%
EPP
64
ETF Portfolio Partners
Kansas
$535K – – –
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$523K +$523K +20,000 New
GPA
66
Guidance Point Advisors
Massachusetts
$522K +$784 +30 +0.2%
BPA
67
Beacon Pointe Advisors
California
$494K +$393 +15 +0.1%
Osaic Holdings
68
Osaic Holdings
Arizona
$482K +$52.2K +1,988 +12%
AFP
69
Ausdal Financial Partners
Iowa
$470K +$706 +27 +0.2%
WIC
70
Whitegate Investment Counselors
New Hampshire
$438K – – –
CBFP
71
Cedar Brook Financial Partners
Ohio
$426K -$205K -7,831 -32%
BWM
72
BCS Wealth Management
Tennessee
$412K – – –
CCA
73
Childress Capital Advisors
Texas
$411K +$411K +15,730 New
AIP
74
Ameritas Investment Partners
Nebraska
$399K +$28.8K +1,102 +8%
CSPAM
75
Cary Street Partners Asset Management
Virginia
$395K +$4.02K +888 +1%
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