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

171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.3M
3
GT
3
Glenview Trust
Kentucky
$8.88M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.68M
2
Jane Street
2
Jane Street
New York
$488K
3
CIM
3
Confluence Investment Management
Missouri
$3.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.07M
5
ANTB
5
AMG National Trust Bank
Colorado
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
76
Signature Wealth Management Group
Georgia
$754K +$151K +5,947 +25%
CDIA
77
Capital Directions Investment Advisors
Georgia
$727K +$727K +28,681 New
RW
78
Reframe Wealth
Virginia
$727K +$727K +28,681 New
IA
79
IFP Advisors
Florida
$727K +$258K +10,389 +55%
CIC
80
Carnegie Investment Counsel
Ohio
$725K -$33K -1,300 -4%
CIA
81
Capital Investment Advisors
Georgia
$714K +$227K +8,962 +47%
CAAS
82
Capital Asset Advisory Services
Michigan
$698K +$698K +27,554 New
VNB
83
Virginia National Bank
Virginia
$692K -$39.1K -1,542 -5%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$684K -$283K -11,181 -29%
TWA
85
Tillar-Wenstrup Advisors
Ohio
$678K -$12.7K -500 -2%
TF
86
TLWM Financial
Texas
$677K +$677K +26,720 New
MML Investors Services
87
MML Investors Services
Massachusetts
$642K +$170K +6,703 +36%
AWS
88
Atria Wealth Solutions
New York
$623K – – –
ECM
89
Exchange Capital Management
Michigan
$608K +$608K +24,000 New
WHCI
90
W.H. Cornerstone Investments
Massachusetts
$565K -$104K -4,096 -16%
NWM
91
Northcape Wealth Management
New York
$565K -$378K -14,895 -40%
KPWS
92
Kestra Private Wealth Services
Texas
$536K – – –
BAM
93
Belpointe Asset Management
Nevada
$524K +$524K +20,656 New
SWP
94
Summit Wealth Partners
Florida
$523K +$523K +20,642 New
AF
95
Allworth Financial
California
$523K +$507K +20,000 +3,150%
EPP
96
ETF Portfolio Partners
Kansas
$519K – – –
ASN
97
Advisory Services Network
Georgia
$505K -$5.1K -201 -1%
SBL
98
Sargent Bickham Lagudis
Colorado
$500K +$500K +19,707 New
EWA
99
EP Wealth Advisors
California
$493K -$13.3K -524 -3%
Jane Street
100
Jane Street
New York
$488K -$10.7M -420,685 -96%
2 3
4
5 6