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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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.

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
EP Wealth Advisors
California
$551K
3
Jane Street
Jane Street
New York
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
CGN Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$90K +$71.2K +2,807 +378%
FRA
127
Front Row Advisors
California
$89K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$73K +$73K +2,850 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$59K -$22.7K -887 -28%
SPIA
130
Steward Partners Investment Advisory
New York
$51K – – –
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$49K +$49K +1,918 New
HI
132
Harbour Investments
Wisconsin
$41K +$41K +1,595 New
HIA
133
Harbor Investment Advisory
Maryland
$41K +$41K +1,600 New
BWL
134
Bogart Wealth LLC
Virginia
$39K – – –
1IA
135
1834 Investment Advisors
Wisconsin
$30K – – –
BEI
136
Benjamin Edwards Inc
Missouri
$29K +$151 +6 +0.5%
AF
137
Allworth Financial
California
$16K – – –
CFGS
138
Concourse Financial Group Securities
Alabama
$9K +$9K +352 New
SC
139
Stephens Consulting
Michigan
$7.98K – – –
BlackRock
140
BlackRock
New York
$4K – – –
BWM
141
Baystate Wealth Management
Massachusetts
$2K – – –
Jane Street
142
Jane Street
New York
– -$613K -24,081 Closed
CA
143
CGN Advisors
Kansas
– -$485K -19,035 Closed
GG
144
Gofen & Glossberg
Illinois
– -$210K -8,250 Closed
KA
145
Klingman & Associates
New York
– -$207K -8,140 Closed
SC
146
Seldon Capital
California
– -$120K -4,693 Closed
FNBOSM
147
First National Bank of South Miami
Florida
– -$84K -3,287 Closed
CJL
148
Cyrus J. Lawrence
New York
– -$51K -2,000 Closed
RIM
149
Rockbridge Investment Management
New York
– -$24.7K -971 Closed
CAAS
150
Capital Asset Advisory Services
Michigan
– -$14K -562 Closed
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