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

128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.95M
3
Truist Financial
3
Truist Financial
North Carolina
$3.3M
4
LIM
4
Leavell Investment Management
Alabama
$10.5M
5
AWM
5
Apollon Wealth Management
South Carolina
$893K

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$2.81M
2
Jane Street
2
Jane Street
New York
$0
3
RFC
3
Regions Financial Corp
Alabama
$2.22M
4
UBS Group
4
UBS Group
Switzerland
$7.06M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
101
Willow Creek Wealth Management
California
$217K 8,358 – –
OIA
102
OneDigital Investment Advisors
Kansas
$216K 8,320 – –
OPS
103
Orion Portfolio Solutions
Nebraska
$216K 8,320 – –
GG
104
Gofen & Glossberg
Illinois
$215K 8,250 -500 -6%
WA
105
Wealthstar Advisors
Texas
$213K 8,180 +8,180 New
KA
106
Klingman & Associates
New York
$212K 8,140 – –
COF
107
Capital One Financial
Virginia
$209K 8,028 – –
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$207K 7,968 – –
HB
109
Homrich & Berg
Georgia
$207K 7,958 – –
TWM
110
Tradition Wealth Management
Minnesota
$140K 5,385 +4 +0.1%
VCM
111
Vigilant Capital Management
Maine
$132K 5,085 +2,900 +133%
Bessemer Group
112
Bessemer Group
New Jersey
$129K 4,980 -20 -0.4%
GWM
113
Geneos Wealth Management
Colorado
$114K 4,401 -214 -5%
MA
114
MCF Advisors
Kentucky
$113K 4,362 +12 +0.3%
HI
115
Harbour Investments
Wisconsin
$91K 3,498 -94 -3%
FRA
116
Front Row Advisors
California
$91K 3,500 – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$60K 2,310 – –
FNBOSM
118
First National Bank of South Miami
Florida
$58K 2,227 – –
SPIA
119
Steward Partners Investment Advisory
New York
$52K 1,987 -655 -25%
BWL
120
Bogart Wealth LLC
Virginia
$40K 1,520 – –
1IA
121
1834 Investment Advisors
Wisconsin
$31K 1,195 – –
PA
122
Parallel Advisors
California
$26K 1,000 +1,000 New
RIM
123
Rockbridge Investment Management
New York
$25K 971 – –
AF
124
Allworth Financial
California
$17K 635 – –
CAAS
125
Capital Asset Advisory Services
Michigan
$15K 562 – –
2 3 4
5
6