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

125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
Jane Street
3
Jane Street
New York
$2.35M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
RFC
5
Regions Financial Corp
Alabama
$4.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.27M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$0
4
PWM
4
Paulson Wealth Management
Illinois
$219K
5
PAG
5
Private Advisor Group
New Jersey
$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
101
Gofen & Glossberg
Illinois
$214K – – –
5L
102
55I LLC
Massachusetts
$212K -$15.3K -590 -7%
WA
103
Wealthstar Advisors
Texas
$212K – – –
KA
104
Klingman & Associates
New York
$211K – – –
COF
105
Capital One Financial
Virginia
$208K – – –
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$207K – – –
HWM
107
HB Wealth Management
Georgia
$206K +$206K +7,958 New
VCM
108
Vigilant Capital Management
Maine
$142K +$10.4K +400 +8%
TWM
109
Tradition Wealth Management
Minnesota
$140K +$156 +6 +0.1%
Bessemer Group
110
Bessemer Group
New Jersey
$129K – – –
SC
111
Seldon Capital
California
$122K +$122K +4,693 New
FRA
112
Front Row Advisors
California
$91K – – –
AWA
113
Amplius Wealth Advisors
Pennsylvania
$69K +$69K +2,700 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$60K – – –
FNBOSM
115
First National Bank of South Miami
Florida
$58K – – –
SPIA
116
Steward Partners Investment Advisory
New York
$51K – – –
SCA
117
Snowden Capital Advisors
New York
$44K +$44K +1,700 New
BWL
118
Bogart Wealth LLC
Virginia
$39K – – –
HI
119
Harbour Investments
Wisconsin
$32K -$59.2K -2,271 -65%
1IA
120
1834 Investment Advisors
Wisconsin
$31K – – –
RIM
121
Rockbridge Investment Management
New York
$25K – – –
AF
122
Allworth Financial
California
$16K – – –
CAAS
123
Capital Asset Advisory Services
Michigan
$15K – – –
BlackRock
124
BlackRock
New York
$4K +$85 +3 +2%
BWM
125
Baystate Wealth Management
Massachusetts
$4K +$4K +151 New
2 3 4
5
6