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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M
3
ACM
3
Azimuth Capital Management
Michigan
$1.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.17M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Jane Street
3
Jane Street
New York
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$31K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$349K – – –
PCH
77
PGIM Custom Harvest
New Jersey
$330K +$330K +12,614 New
KA
78
Klingman & Associates
New York
$321K – – –
LWM
79
Laidlaw Wealth Management
New York
$315K – – –
LNC
80
Lincoln National Corp
Pennsylvania
$304K +$304K +11,624 New
FTUS
81
Flow Traders U.S.
New York
$296K +$296K +11,311 New
GG
82
Gofen & Glossberg
Illinois
$268K +$268K +10,250 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$267K +$23.4K +893 +10%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$240K +$28.6K +1,094 +14%
KPWS
85
Kestra Private Wealth Services
Texas
$236K – – –
Truist Financial
86
Truist Financial
North Carolina
$235K +$235K +8,967 New
Citadel Advisors
87
Citadel Advisors
Florida
$232K +$232K +8,841 New
PGAM
88
Princeton Global Asset Management
New Jersey
$226K +$125K +4,765 +124%
ACS
89
Archford Capital Strategies
Illinois
$223K +$10.7K +408 +5%
WCWM
90
Willow Creek Wealth Management
California
$219K +$219K +8,358 New
OIA
91
OneDigital Investment Advisors
Kansas
$218K – – –
OPS
92
Orion Portfolio Solutions
Nebraska
$218K – – –
KCM
93
Kathmere Capital Management
Pennsylvania
$218K +$915 +35 +0.4%
COF
94
Capital One Financial
Virginia
$210K – – –
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$209K – – –
SPC
96
Sigma Planning Corp
Michigan
$209K +$209K +7,984 New
BCM
97
Brookstone Capital Management
Illinois
$208K +$208K +7,953 New
FCA
98
FinTrust Capital Advisors
South Carolina
$172K – – –
GEA
99
Glen Eagle Advisors
New Jersey
$161K – – –
TWM
100
Tradition Wealth Management
Minnesota
$141K +$141K +5,375 New
1 2 3
4
5