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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170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$17.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.77M
3
Ameriprise
3
Ameriprise
Minnesota
$3.67M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.79M
5
FTUS
5
Flow Traders U.S.
New York
$1.72M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.12M
4
Bank of America
4
Bank of America
North Carolina
$51.6M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.79M +$1.79M +70,357 New
FTUS
52
Flow Traders U.S.
New York
$1.72M +$1.72M +67,785 New
ADL
53
Asset Dedication LLC
California
$1.67M +$22.8K +896 +1%
LF
54
Lee Financial
Texas
$1.62M -$132K -5,200 -8%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$1.49M -$356K -13,984 -19%
BSAM
56
Blue Square Asset Management
New York
$1.4M -$117K -4,606 -8%
EIA
57
Eldridge Investment Advisors
New Hampshire
$1.35M +$382K +15,038 +40%
RAG
58
RIA Advisory Group
Iowa
$1.19M +$105K +4,139 +10%
PAG
59
Private Advisor Group
New Jersey
$1.17M -$101K -3,971 -8%
SC
60
Savant Capital
Illinois
$1.16M +$730K +28,705 +171%
P
61
Paradiem
Louisiana
$1.16M +$1.16M +45,498 New
APP
62
Avantax Planning Partners
Iowa
$1.12M -$40.8K -1,604 -4%
Stifel Financial
63
Stifel Financial
Missouri
$1.12M -$3.46M -136,101 -76%
PPWM
64
PFG Private Wealth Management
Florida
$1.12M +$1.12M +43,997 New
ECM
65
Exchange Capital Management
Michigan
$1.11M +$503K +19,786 +82%
AWS
66
AJ Wealth Strategies
New York
$1.08M -$32.8K -1,291 -3%
CIA
67
Capital Investment Advisors
Georgia
$1.06M +$348K +13,677 +49%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$1.06M -$58.5K -2,300 -5%
RHP
69
Royal Harbor Partners
Texas
$969K +$82.8K +3,257 +9%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$949K – – –
SIC
71
Sigma Investment Counselors
Michigan
$929K -$610K -24,000 -40%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$918K +$608K +23,902 +196%
LB
73
Leo Brokerage
Texas
$906K +$906K +35,634 New
FAM
74
Forte Asset Management
New York
$900K – – –
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$897K +$897K +35,280 New
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