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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
Jane Street
3
Jane Street
New York
$2.35M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
RFC
5
Regions Financial Corp
Alabama
$4.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.27M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$0
4
PWM
4
Paulson Wealth Management
Illinois
$219K
5
PAG
5
Private Advisor Group
New Jersey
$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$461K +$984 +38 +0.2%
CIA
77
Capital Investment Advisors
Georgia
$443K +$33.2K +1,281 +8%
BPA
78
Beacon Pointe Advisors
California
$442K +$442K +17,063 New
DADC
79
D.A. Davidson & Co
Montana
$438K – – –
FAFN
80
First Affirmative Financial Network
Colorado
$435K +$33.5K +1,293 +8%
CBFP
81
Cedar Brook Financial Partners
Ohio
$423K +$622 +24 +0.1%
ADL
82
Asset Dedication LLC
California
$408K -$61.5K -2,365 -13%
BWM
83
BCS Wealth Management
Tennessee
$408K – – –
CCA
84
Childress Capital Advisors
Texas
$408K – – –
SVWAG
85
Sound View Wealth Advisors Group
Georgia
$395K +$58.2K +2,243 +17%
WI
86
WrapManager Inc
California
$340K – – –
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$320K -$321K – –
CSPAM
88
Cary Street Partners Asset Management
Virginia
$318K -$110K -4,237 -26%
PGAM
89
Princeton Global Asset Management
New Jersey
$283K +$9.99K +385 +4%
CPSC
90
Carl P. Sherr & Co
Massachusetts
$283K +$25K +965 +10%
NA
91
NewEdge Advisors
Louisiana
$282K -$20.4K -787 -7%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$279K – – –
ACS
93
Archford Capital Strategies
Illinois
$260K +$2.8K +108 +1%
IWM
94
IHT Wealth Management
Illinois
$252K +$908 +35 +0.4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$248K – – –
GEA
96
Glen Eagle Advisors
New Jersey
$248K – – –
WCWM
97
Willow Creek Wealth Management
California
$243K +$26K +1,000 +12%
PWM
98
Paulson Wealth Management
Illinois
$219K -$575K -22,173 -72%
KCM
99
Kathmere Capital Management
Pennsylvania
$219K +$805 +31 +0.4%
FTUS
100
Flow Traders U.S.
New York
$214K -$3.13K -121 -1%
2 3
4
5 6