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

166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
SFA
2
Source Financial Advisors
New York
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$1.8M
4
AM
4
Atwater Malick
Pennsylvania
$826K
5
AFP
5
Alpha Financial Partners
Kentucky
$490K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$5.97M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.95M
3
Jane Street
3
Jane Street
New York
$7.43M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
101
Peloton Wealth Strategists
Indiana
$464K – – –
ASN
102
Advisory Services Network
Georgia
$463K -$45.3K -1,779 -9%
FAFN
103
First Affirmative Financial Network
Colorado
$416K -$6.22K -244 -1%
CCA
104
Cora Capital Advisors
New Jersey
$408K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$397K +$153 +6 +0%
GPA
106
Guidance Point Advisors
Massachusetts
$381K +$10.5K +410 +3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$366K -$51.6K -2,026 -12%
WI
108
WrapManager Inc
California
$348K -$49.6K -1,946 -12%
KPWS
109
Kestra Private Wealth Services
Texas
$340K -$39.4K -1,545 -10%
BFG
110
Beacon Financial Group
Texas
$335K +$917 +36 +0.3%
Citadel Advisors
111
Citadel Advisors
Florida
$333K +$85.5K +3,356 +35%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$332K -$40.1K -1,573 -11%
MML Investors Services
113
MML Investors Services
Massachusetts
$322K +$21.5K +844 +7%
NWM
114
Northcape Wealth Management
New York
$320K -$171K -6,700 -35%
RCAG
115
Rehmann Capital Advisory Group
Michigan
$315K -$90K -3,531 -22%
ST
116
Spinnaker Trust
Maine
$313K – – –
CIM
117
Confluence Investment Management
Missouri
$309K +$5.76K +226 +2%
BL
118
Balentine LLC
Georgia
$303K – – –
CSPAM
119
Cary Street Partners Asset Management
Virginia
$300K -$38.2K -1,500 -11%
HBT
120
Hills Bank & Trust
Iowa
$294K +$294K +11,525 New
MAS
121
Madden Advisory Services
Florida
$291K +$561 +22 +0.2%
CCM
122
Coldstream Capital Management
Washington
$284K -$20.6K -808 -7%
SPC
123
Sigma Planning Corp
Michigan
$276K +$276K +10,831 New
KCM
124
Kathmere Capital Management
Pennsylvania
$276K +$57.5K +2,257 +26%
WA
125
Wealthstar Advisors
Texas
$265K – – –
3 4
5
6 7