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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99 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
55
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
US Bancorp
3
US Bancorp
Minnesota
$13.9M
4
EWA
4
EP Wealth Advisors
California
$2.3M
5
PI
5
PFS Investments
Georgia
$3.19M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$433K
3
UBS Group
3
UBS Group
Switzerland
$7.73M
4
GPA
4
Guidance Point Advisors
Massachusetts
$488K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$245K 9,310 – –
KPWS
77
Kestra Private Wealth Services
Texas
$237K 9,000 +9,000 New
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$221K 8,425 +8,425 New
OPS
79
Orion Portfolio Solutions
Nebraska
$219K 8,320 +2,282 +38%
KCM
80
Kathmere Capital Management
Pennsylvania
$218K 8,305 +30 +0.4%
OIA
81
OneDigital Investment Advisors
Kansas
$218K 8,320 +8,320 New
ACS
82
Archford Capital Strategies
Illinois
$213K 8,107 -578 -7%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$212K 8,074 +2,763 +52%
COF
84
Capital One Financial
Virginia
$211K 8,028 – –
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$209K 7,968 – –
GEA
86
Glen Eagle Advisors
New Jersey
$162K 6,150 – –
GWM
87
Geneos Wealth Management
Colorado
$115K 4,401 – –
MA
88
MCF Advisors
Kentucky
$113K 4,311 +6 +0.1%
PGAM
89
Princeton Global Asset Management
New Jersey
$101K 3,848 – –
ASN
90
Advisory Services Network
Georgia
$101K 3,847 +3,847 New
SPIA
91
Steward Partners Investment Advisory
New York
$69K 2,642 – –
FRA
92
Front Row Advisors
California
$66K 2,500 +1,000 +67%
IA
93
IFP Advisors
Florida
$50K 1,909 +1,909 New
BWL
94
Bogart Wealth LLC
Virginia
$39K 1,520 – –
RIM
95
Rockbridge Investment Management
New York
$26K 971 – –
VCM
96
Vigilant Capital Management
Maine
$25K 955 – –
SIM
97
Sonora Investment Management
Arizona
$10K 375 +375 New
BlackRock
98
BlackRock
New York
$4K 139 -835 -86%
FCA
99
FinTrust Capital Advisors
South Carolina
$173 6,582 – –
EC
100
Estate Counselors
Wisconsin
– – -67,390 Closed
1 2 3
4
5