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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.95M
3
Truist Financial
3
Truist Financial
North Carolina
$3.3M
4
LIM
4
Leavell Investment Management
Alabama
$10.5M
5
AWM
5
Apollon Wealth Management
South Carolina
$893K

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$2.81M
2
Jane Street
2
Jane Street
New York
$0
3
RFC
3
Regions Financial Corp
Alabama
$2.22M
4
UBS Group
4
UBS Group
Switzerland
$7.06M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$893K 34,350 +34,350 New
FPS
52
Fieldpoint Private Securities
Connecticut
$884K 34,000 – –
APA
53
American Portfolios Advisors
New York
$861K 33,100 – –
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$810K 31,143 +1,689 +6%
PWM
55
Paulson Wealth Management
Illinois
$796K 30,624 -262 -0.8%
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$780K 30,000 +350 +1%
TF
57
TLWM Financial
Texas
$695K 26,720 – –
KPWS
58
Kestra Private Wealth Services
Texas
$687K 26,409 +4,327 +20%
FNC
59
First National Corp
Massachusetts
$677K 26,056 – –
LF
60
Lee Financial
Texas
$676K 25,994 – –
RCAG
61
Rehmann Capital Advisory Group
Michigan
$666K 25,612 +1,525 +6%
IWC
62
Integrated Wealth Concepts
Massachusetts
$660K 25,380 -283 -1%
PWS
63
Peloton Wealth Strategists
Indiana
$655K 25,200 – –
CA
64
CGN Advisors
Kansas
$608K 23,396 +1,639 +8%
AIP
65
Ameritas Investment Partners
Nebraska
$538K 20,724 +4,128 +25%
EPP
66
ETF Portfolio Partners
Kansas
$532K 20,455 – –
Osaic Holdings
67
Osaic Holdings
Arizona
$530K 20,413 +1,819 +10%
AWM
68
Altium Wealth Management
New York
$529K 20,348 +1,292 +7%
GPA
69
Guidance Point Advisors
Massachusetts
$519K 20,056 +37 +0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$486K 18,710 -4,794 -20%
ADL
71
Asset Dedication LLC
California
$471K 18,045 -246 -1%
AFP
72
Ausdal Financial Partners
Iowa
$462K 17,767 -244 -1%
Citadel Advisors
73
Citadel Advisors
Florida
$447K 17,174 +2,962 +21%
DADC
74
D.A. Davidson & Co
Montana
$439K 16,891 +2,014 +14%
WIC
75
Whitegate Investment Counselors
New Hampshire
$435K 16,725 – –
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