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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162 hedge funds and large institutions have $349M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.1M
2
NA
2
NewEdge Advisors
Louisiana
$13.9M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$2.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.76M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$611K
3
Bank of America
3
Bank of America
North Carolina
$43.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$709K -$259K -10,161 -27%
Corient Private Wealth
77
Corient Private Wealth
Florida
$696K – – –
VNB
78
Virginia National Bank
Virginia
$696K – – –
TF
79
TLWM Financial
Texas
$682K – – –
SWP
80
Stratos Wealth Partners
Ohio
$678K +$678K +26,581 New
CFG
81
Carr Financial Group
Massachusetts
$654K -$153K -6,000 -19%
GHA
82
Granite Harbor Advisors
Texas
$637K -$3.42K -134 -0.5%
SSB
83
Sandy Spring Bank
Maryland
$633K -$185K -7,231 -23%
CIC
84
Carnegie Investment Counsel
Ohio
$615K -$68.9K -2,700 -10%
CAN
85
Cetera Advisor Networks
California
$614K -$77K -3,016 -11%
RCA
86
Resonant Capital Advisors
Wisconsin
$611K -$4.99M -195,445 -89%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$606K -$459K -18,000 -43%
BAM
88
Belpointe Asset Management
Nevada
$543K +$11.5K +450 +2%
AF
89
Allworth Financial
California
$536K – – –
LNC
90
Lincoln National Corp
Pennsylvania
$514K +$1.69K +66 +0.3%
PGAM
91
Princeton Global Asset Management
New Jersey
$468K – – –
KPWS
92
Kestra Private Wealth Services
Texas
$467K +$126K +4,938 +37%
PWS
93
Peloton Wealth Strategists
Indiana
$465K – – –
ASN
94
Advisory Services Network
Georgia
$441K -$22.2K -871 -5%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$438K +$71.2K +2,790 +19%
TSS
96
Two Sigma Securities
New York
$421K +$421K +16,484 New
JAG
97
Journey Advisory Group
Kentucky
$410K -$128K -5,000 -24%
CCA
98
Cora Capital Advisors
New Jersey
$408K – – –
FAFN
99
First Affirmative Financial Network
Colorado
$406K -$11.3K -441 -3%
EWA
100
EP Wealth Advisors
California
$397K -$697K -27,316 -64%
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4
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