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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
Jane Street
3
Jane Street
New York
$2.35M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
RFC
5
Regions Financial Corp
Alabama
$4.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.27M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$0
4
PWM
4
Paulson Wealth Management
Illinois
$219K
5
PAG
5
Private Advisor Group
New Jersey
$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$1.08M – – –
APA
52
American Portfolios Advisors
New York
$969K +$111K +4,280 +13%
AWM
53
Apollon Wealth Management
South Carolina
$968K +$77.8K +3,000 +9%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$925K +$148K +5,700 +19%
FPS
55
Fieldpoint Private Securities
Connecticut
$881K – – –
IWC
56
Integrated Wealth Concepts
Massachusetts
$852K +$195K +7,510 +30%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$834K -$260K -10,050 -24%
CDIA
58
Capital Directions Investment Advisors
Georgia
$819K -$78.2K -3,017 -9%
GPA
59
Guidance Point Advisors
Massachusetts
$783K +$263K +10,156 +51%
KPWS
60
Kestra Private Wealth Services
Texas
$730K +$45.8K +1,766 +7%
CA
61
CGN Advisors
Kansas
$694K +$88K +3,396 +15%
TF
62
TLWM Financial
Texas
$693K – – –
FNC
63
First National Corp
Massachusetts
$675K – – –
LF
64
Lee Financial
Texas
$674K – – –
PWS
65
Peloton Wealth Strategists
Indiana
$653K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$605K +$68.3K +2,636 +13%
AWM
67
Altium Wealth Management
New York
$569K +$42K +1,623 +8%
ST
68
Spinnaker Trust
Maine
$547K +$150K +5,769 +38%
GFPC
69
Global Financial Private Client
Florida
$535K +$535K +20,655 New
EPP
70
ETF Portfolio Partners
Kansas
$530K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$528K +$103 +4 +0%
ASN
72
Advisory Services Network
Georgia
$505K +$167K +6,421 +49%
OMC
73
Old Mission Capital
Illinois
$502K +$502K +19,382 New
RCAG
74
Rehmann Capital Advisory Group
Michigan
$497K -$167K -6,435 -25%
MML Investors Services
75
MML Investors Services
Massachusetts
$473K -$11.8K -457 -2%
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