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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M
3
ACM
3
Azimuth Capital Management
Michigan
$1.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.17M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Jane Street
3
Jane Street
New York
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$31K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$115K – – –
MA
102
MCF Advisors
Kentucky
$113K +$470 +18 +0.4%
ASN
103
Advisory Services Network
Georgia
$82K -$18.5K -709 -18%
SPIA
104
Steward Partners Investment Advisory
New York
$69K – – –
FRA
105
Front Row Advisors
California
$65K – – –
QCG
106
Quadrant Capital Group
Ohio
$61K +$61K +2,320 New
FNBOSM
107
First National Bank of South Miami
Florida
$58K +$58K +2,227 New
VCM
108
Vigilant Capital Management
Maine
$53K +$27.8K +1,055 +110%
IA
109
IFP Advisors
Florida
$50K – – –
BWL
110
Bogart Wealth LLC
Virginia
$39K – – –
1IA
111
1834 Investment Advisors
Wisconsin
$31K -$265K -10,210 -90%
RIM
112
Rockbridge Investment Management
New York
$25K – – –
OIM
113
Oder Investment Management
California
$25K +$25K +967 New
AF
114
Allworth Financial
California
$17K +$17K +635 New
SIM
115
Sonora Investment Management
Arizona
$10K – – –
PI
116
PFS Investments
Georgia
– -$3.19M -121,406 Closed
Jane Street
117
Jane Street
New York
– -$433K -16,465 Closed
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
– -$221K -8,425 Closed
BlackRock
119
BlackRock
New York
– -$4K -139 Closed
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