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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$16.2M
2
Bank of America
2
Bank of America
North Carolina
$34.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.1M
5
RFC
5
Regions Financial Corp
Alabama
$10.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
2
EP Wealth Advisors
California
$551K
3
Jane Street
3
Jane Street
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
5
CGN Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$668K -$101K -3,946 -13%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$656K -$25.5K -1,000 -4%
SVWAG
78
Sound View Wealth Advisors Group
Georgia
$629K +$134K +5,261 +27%
DADC
79
D.A. Davidson & Co
Montana
$615K +$185K +7,244 +43%
APA
80
American Portfolios Advisors
New York
$610K -$343K -13,450 -36%
MML Investors Services
81
MML Investors Services
Massachusetts
$591K +$72K +2,823 +14%
PWS
82
Peloton Wealth Strategists
Indiana
$566K -$76.5K -3,000 -12%
EWA
83
EP Wealth Advisors
California
$551K -$722K -28,314 -57%
KPWS
84
Kestra Private Wealth Services
Texas
$550K +$10.5K +413 +2%
ST
85
Spinnaker Trust
Maine
$538K – – –
EPP
86
ETF Portfolio Partners
Kansas
$522K – – –
FAFN
87
First Affirmative Financial Network
Colorado
$515K -$16.2K -634 -3%
ASN
88
Advisory Services Network
Georgia
$513K +$383 +15 +0.1%
AIP
89
Ameritas Investment Partners
Nebraska
$502K -$92.7K -3,641 -16%
CIA
90
Capital Investment Advisors
Georgia
$481K +$13K +510 +3%
PGAM
91
Princeton Global Asset Management
New Jersey
$458K +$130K +5,112 +40%
PTC
92
Private Trust Company
Ohio
$457K +$457K +17,905 New
AWM
93
Altium Wealth Management
New York
$426K -$145K -5,680 -25%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$406K -$13.9K -546 -3%
BWM
95
BCS Wealth Management
Tennessee
$402K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$398K -$76.3K -2,994 -16%
CBFP
97
Cedar Brook Financial Partners
Ohio
$374K +$331 +13 +0.1%
EVM
98
Eaton Vance Management
Massachusetts
$366K +$366K +14,346 New
WI
99
WrapManager Inc
California
$323K -$6.41K -251 -2%
ACS
100
Archford Capital Strategies
Illinois
$317K – – –
2 3
4
5 6