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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171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.3M
3
GT
3
Glenview Trust
Kentucky
$8.88M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.68M
2
Jane Street
2
Jane Street
New York
$488K
3
CIM
3
Confluence Investment Management
Missouri
$3.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.07M
5
ANTB
5
AMG National Trust Bank
Colorado
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
51
Lee Financial
Texas
$1.74M -$507K -19,994 -23%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.72M +$624K +24,616 +57%
Creative Planning
53
Creative Planning
Kansas
$1.71M -$222K -8,759 -12%
Ameriprise
54
Ameriprise
Minnesota
$1.68M +$203K +8,006 +14%
CIAS
55
CFS Investment Advisory Services
New Jersey
$1.68M -$44.8M -1,765,362 -96%
ADL
56
Asset Dedication LLC
California
$1.64M – – –
BFEC
57
Benjamin F. Edwards & Company
Missouri
$1.57M +$701K +27,658 +81%
SIC
58
Sigma Investment Counselors
Michigan
$1.53M – – –
BSAM
59
Blue Square Asset Management
New York
$1.51M +$579K +22,850 +62%
HW
60
Hedeker Wealth
Illinois
$1.2M +$1.2M +47,348 New
AA
61
Alesco Advisors
New York
$1.19M – – –
APP
62
Avantax Planning Partners
Iowa
$1.16M -$10.4K -412 -0.9%
CFMC
63
Curbstone Financial Management Corp
New Hampshire
$1.12M -$97.6K -3,850 -8%
AWS
64
AJ Wealth Strategies
New York
$1.11M – – –
NA
65
NewEdge Advisors
Louisiana
$1.1M +$69.7K +45,686 +7%
RAG
66
RIA Advisory Group
Iowa
$1.04M +$1.04M +42,702 New
EIA
67
Eldridge Investment Advisors
New Hampshire
$963K +$479K +18,889 +99%
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$946K -$112K -4,400 -11%
VA
69
Valmark Advisers
Ohio
$917K +$41.7K +1,645 +5%
SSB
70
Sandy Spring Bank
Maryland
$909K -$131K -5,175 -13%
FAM
71
Forte Asset Management
New York
$897K – – –
RHP
72
Royal Harbor Partners
Texas
$883K +$409K +16,144 +86%
CAN
73
Cetera Advisor Networks
California
$817K +$817K +32,218 New
CFG
74
Carr Financial Group
Massachusetts
$803K +$803K +31,678 New
AWM
75
Apollon Wealth Management
South Carolina
$771K -$150K -5,900 -16%
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