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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166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
SFA
2
Source Financial Advisors
New York
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$1.8M
4
AM
4
Atwater Malick
Pennsylvania
$826K
5
AFP
5
Alpha Financial Partners
Kentucky
$490K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$5.97M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.95M
3
Jane Street
3
Jane Street
New York
$7.43M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
76
Signature Wealth Management Group
Georgia
$884K +$82K +3,216 +10%
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$882K -$17.1K -672 -2%
AM
78
Atwater Malick
Pennsylvania
$826K +$491K +19,275 +147%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$817K -$8.69K -341 -1%
SSB
80
Sandy Spring Bank
Maryland
$816K -$35.2K -1,380 -4%
CFG
81
Carr Financial Group
Massachusetts
$807K – – –
Baird Financial Group
82
Baird Financial Group
Wisconsin
$746K -$53.6K -2,101 -7%
Corient Private Wealth
83
Corient Private Wealth
Florida
$695K -$1.1M -43,082 -61%
VNB
84
Virginia National Bank
Virginia
$695K -$2.8K -110 -0.4%
CAN
85
Cetera Advisor Networks
California
$690K +$357K +14,012 +107%
CIC
86
Carnegie Investment Counsel
Ohio
$683K -$45.9K -1,800 -6%
TF
87
TLWM Financial
Texas
$681K – – –
GHA
88
Granite Harbor Advisors
Texas
$639K -$3.31K -130 -0.5%
ACS
89
Archford Capital Strategies
Illinois
$631K +$275K +10,798 +77%
AWS
90
Atria Wealth Solutions
New York
$626K – – –
WHCI
91
W.H. Cornerstone Investments
Massachusetts
$548K +$2.01K +79 +0.4%
AWM
92
AE Wealth Management
Kansas
$547K +$147K +5,783 +37%
JAG
93
Journey Advisory Group
Kentucky
$537K -$7.65K -300 -1%
AF
94
Allworth Financial
California
$535K +$9.13K +358 +2%
BAM
95
Belpointe Asset Management
Nevada
$531K -$15.1K -591 -3%
LNC
96
Lincoln National Corp
Pennsylvania
$511K +$1.07K +42 +0.2%
AFP
97
Alpha Financial Partners
Kentucky
$490K +$490K +19,225 New
Lido Advisors
98
Lido Advisors
California
$477K -$25.1K -984 -5%
EWA
99
EP Wealth Advisors
California
$469K +$251K +22,894 +115%
PGAM
100
Princeton Global Asset Management
New Jersey
$467K +$50K +1,960 +12%
2 3
4
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