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

140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$16.2M
2
Bank of America
2
Bank of America
North Carolina
$34.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.1M
5
RFC
5
Regions Financial Corp
Alabama
$10.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
2
EP Wealth Advisors
California
$551K
3
Jane Street
3
Jane Street
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
5
CGN Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
101
Cary Street Partners Asset Management
Virginia
$313K – – –
EIA
102
Eldridge Investment Advisors
New Hampshire
$313K +$313K +12,281 New
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$308K +$49.5K +1,940 +19%
SWMG
104
Signature Wealth Management Group
Georgia
$306K +$306K +11,992 New
MAS
105
Madden Advisory Services
Florida
$293K +$293K +11,506 New
AFP
106
Ausdal Financial Partners
Iowa
$290K -$139K -5,461 -32%
NC
107
NovaPoint Capital
Georgia
$288K +$288K +11,302 New
CPSC
108
Carl P. Sherr & Co
Massachusetts
$279K – – –
WIC
109
Woodmont Investment Counsel
Tennessee
$255K +$255K +10,000 New
SI
110
Stephens Inc
Arkansas
$250K +$250K +9,800 New
IWM
111
IHT Wealth Management
Illinois
$249K +$663 +26 +0.3%
GEA
112
Glen Eagle Advisors
New Jersey
$244K +$204 +8 +0.1%
WCWM
113
Willow Creek Wealth Management
California
$239K – – –
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$217K -$314K – –
KCM
115
Kathmere Capital Management
Pennsylvania
$216K +$561 +22 +0.3%
WA
116
Wealthstar Advisors
Texas
$209K – – –
HWM
117
HB Wealth Management
Georgia
$203K – – –
FMWA
118
Forvis Mazars Wealth Advisors
Missouri
$203K – – –
PWM
119
Paulson Wealth Management
Illinois
$202K -$4.33K -170 -2%
LNC
120
Lincoln National Corp
Pennsylvania
$202K +$202K +7,916 New
AF
121
Arrow Financial
New York
$201K +$201K +7,886 New
VCM
122
Vigilant Capital Management
Maine
$150K +$9.84K +385 +7%
IA
123
IFP Advisors
Florida
$148K – – –
Bessemer Group
124
Bessemer Group
New Jersey
$127K – – –
MA
125
MCF Advisors
Kentucky
$103K -$8.88K -348 -8%
3 4
5
6 7