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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166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
SFA
2
Source Financial Advisors
New York
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$1.8M
4
AM
4
Atwater Malick
Pennsylvania
$826K
5
AFP
5
Alpha Financial Partners
Kentucky
$490K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$5.97M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.95M
3
Jane Street
3
Jane Street
New York
$7.43M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.4M -$3.38M -132,578 -71%
EIA
52
Eldridge Investment Advisors
New Hampshire
$1.3M -$50.8K -1,995 -4%
CIA
53
Capital Investment Advisors
Georgia
$1.28M +$215K +8,437 +20%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M -$1.88M -73,914 -60%
RAG
55
RIA Advisory Group
Iowa
$1.22M +$27.2K +1,068 +2%
BOPW
56
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$308K -12,066 -21%
RHP
57
Royal Harbor Partners
Texas
$1.17M +$196K +7,673 +20%
SC
58
Savant Capital
Illinois
$1.16M +$918 +36 +0.1%
P
59
Paradiem
Louisiana
$1.16M – – –
Stifel Financial
60
Stifel Financial
Missouri
$1.14M +$14K +548 +1%
APP
61
Avantax Planning Partners
Iowa
$1.13M – – –
ECM
62
Exchange Capital Management
Michigan
$1.12M – – –
VA
63
Valmark Advisers
Ohio
$1.08M +$193K +7,575 +22%
CFMC
64
Curbstone Financial Management Corp
New Hampshire
$1.06M – – –
PAG
65
Private Advisor Group
New Jersey
$989K -$189K -7,413 -16%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$967K +$47.3K +1,857 +5%
REMPR
67
Roof Eidam Maycock Peralta (REMP)
California
$951K – – –
SIC
68
Sigma Investment Counselors
Michigan
$931K – – –
LB
69
Leo Brokerage
Texas
$909K +$535 +21 +0.1%
PPWM
70
PFG Private Wealth Management
Florida
$905K -$217K -8,503 -19%
FAM
71
Forte Asset Management
New York
$902K – – –
AWM
72
Apollon Wealth Management
South Carolina
$897K +$153K +6,000 +21%
IA
73
IFP Advisors
Florida
$894K +$334K +13,104 +60%
GSIAS
74
Garden State Investment Advisory Services
New Jersey
$891K +$369K +14,462 +71%
FTUS
75
Flow Traders U.S.
New York
$889K -$838K -32,894 -49%
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