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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$16.2M
2
Bank of America
2
Bank of America
North Carolina
$34.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.1M
5
RFC
5
Regions Financial Corp
Alabama
$10.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
2
EP Wealth Advisors
California
$551K
3
Jane Street
3
Jane Street
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
5
CGN Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
51
Droms Strauss Advisors
Missouri
$1.23M +$1.23M +48,231 New
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.22M -$96.9K -3,800 -7%
AA
53
Alesco Advisors
New York
$1.2M – – –
APP
54
Avantax Planning Partners
Iowa
$1.18M – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$258K +10,121 +28%
SSB
56
Sandy Spring Bank
Maryland
$1.11M -$3.95K -155 -0.4%
GFPC
57
Global Financial Private Client
Florida
$1.07M +$160K +6,282 +18%
REMPR
58
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
CIC
59
Carnegie Investment Counsel
Ohio
$1.05M -$90.3K -3,540 -8%
AWS
60
AJ Wealth Strategies
New York
$1.04M +$1.04M +40,845 New
VNB
61
Virginia National Bank
Virginia
$983K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$982K +$72.9K +2,860 +8%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$974K +$974K +38,180 New
AWM
64
Apollon Wealth Management
South Carolina
$946K – – –
BPA
65
Beacon Pointe Advisors
California
$939K +$198K +7,748 +27%
BSAM
66
Blue Square Asset Management
New York
$936K +$936K +36,720 New
VA
67
Valmark Advisers
Ohio
$915K -$216K -8,473 -19%
FAM
68
Forte Asset Management
New York
$903K +$903K +35,400 New
Osaic Holdings
69
Osaic Holdings
Arizona
$881K +$296K +11,585 +51%
FPS
70
Fieldpoint Private Securities
Connecticut
$867K – – –
GPA
71
Guidance Point Advisors
Massachusetts
$850K +$79K +3,099 +10%
TWA
72
Tillar-Wenstrup Advisors
Ohio
$850K +$850K +33,351 New
TWM
73
Tradition Wealth Management
Minnesota
$748K +$600K +23,526 +406%
CDIA
74
Capital Directions Investment Advisors
Georgia
$731K – – –
TF
75
TLWM Financial
Texas
$681K – – –
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