IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Overview Fund Activity
Delisted

IBML was delisted on the 1st of December, 2023.

Back to rankings

162 hedge funds and large institutions have $349M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.1M
2
NA
2
NewEdge Advisors
Louisiana
$13.9M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$2.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.76M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$611K
3
Bank of America
3
Bank of America
North Carolina
$43.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.39M -$15.3K -600 -1%
CIA
52
Capital Investment Advisors
Georgia
$1.35M +$70K +2,741 +5%
EIA
53
Eldridge Investment Advisors
New Hampshire
$1.3M +$178 +7 +0%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.25M +$1.25M +48,993 New
VA
56
Valmark Advisers
Ohio
$1.24M +$153K +5,987 +14%
AM
57
Atwater Malick
Pennsylvania
$1.21M +$386K +15,129 +47%
RAG
58
RIA Advisory Group
Iowa
$1.17M -$52.1K -2,042 -4%
SC
59
Savant Capital
Illinois
$1.16M +$1.23K +48 +0.1%
P
60
Paradiem
Louisiana
$1.16M – – –
Stifel Financial
61
Stifel Financial
Missouri
$1.14M +$5.46K +214 +0.5%
APP
62
Avantax Planning Partners
Iowa
$1.13M – – –
ECM
63
Exchange Capital Management
Michigan
$1.12M +$3.45K +135 +0.3%
HBT
64
Hills Bank & Trust
Iowa
$1.11M +$816K +31,969 +277%
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$1.08M -$105K -4,101 -9%
RHP
66
Royal Harbor Partners
Texas
$963K -$205K -8,040 -18%
GSIAS
67
Garden State Investment Advisory Services
New Jersey
$959K +$66.1K +2,590 +7%
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$952K – – –
PPWM
69
PFG Private Wealth Management
Florida
$952K +$46K +1,803 +5%
PAG
70
Private Advisor Group
New Jersey
$894K -$96K -3,762 -10%
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$883K – – –
IA
72
IFP Advisors
Florida
$856K -$39.9K -1,563 -4%
Lido Advisors
73
Lido Advisors
California
$834K +$356K +13,954 +75%
AWM
74
Apollon Wealth Management
South Carolina
$806K -$92.3K -3,616 -10%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$761K +$14.3K +562 +2%
1 2
3
4 5