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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171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.3M
3
GT
3
Glenview Trust
Kentucky
$8.88M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.68M
2
Jane Street
2
Jane Street
New York
$488K
3
CIM
3
Confluence Investment Management
Missouri
$3.07M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.07M
5
ANTB
5
AMG National Trust Bank
Colorado
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$479K +$479K +18,877 New
PWS
102
Peloton Wealth Strategists
Indiana
$461K -$101K -4,000 -18%
FAFN
103
First Affirmative Financial Network
Colorado
$428K +$12.3K +484 +3%
WI
104
WrapManager Inc
California
$397K +$72.9K +2,872 +22%
AIP
105
Ameritas Investment Partners
Nebraska
$385K -$116K -4,566 -23%
GAM
106
Gould Asset Management
California
$383K +$383K +15,120 New
RCAG
107
Rehmann Capital Advisory Group
Michigan
$382K -$18.3K -723 -5%
CBFP
108
Cedar Brook Financial Partners
Ohio
$373K +$507 +20 +0.1%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$72.6K +2,865 +24%
GPA
110
Guidance Point Advisors
Massachusetts
$368K -$496K -19,583 -57%
PTC
111
Private Trust Company
Ohio
$363K -$107K -4,215 -23%
ACS
112
Archford Capital Strategies
Illinois
$359K +$76K +2,997 +27%
PGAM
113
Princeton Global Asset Management
New Jersey
$354K -$122K -4,792 -26%
KC
114
Kades & Cheifetz
Pennsylvania
$353K +$353K +13,925 New
AWM
115
AE Wealth Management
Kansas
$351K +$351K +13,863 New
GHA
116
Granite Harbor Advisors
Texas
$345K +$345K +13,590 New
DADC
117
D.A. Davidson & Co
Montana
$338K -$274K -10,805 -45%
CSPAM
118
Cary Street Partners Asset Management
Virginia
$336K – – –
LNC
119
Lincoln National Corp
Pennsylvania
$333K -$55.3K -2,181 -14%
BFG
120
Beacon Financial Group
Texas
$331K +$684 +27 +0.2%
ST
121
Spinnaker Trust
Maine
$321K -$117K -4,592 -27%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$316K -$123K -4,834 -28%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$309K +$260K +10,233 +525%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$302K +$302K +11,928 New
BL
125
Balentine LLC
Georgia
$302K +$302K +11,900 New
3 4
5
6 7