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 %
AM
126
Atwater Malick
Pennsylvania
$291K +$25K +985 +9%
AFP
127
Ausdal Financial Partners
Iowa
$290K +$735 +29 +0.3%
MAS
128
Madden Advisory Services
Florida
$290K -$2.41K -95 -0.8%
NC
129
NovaPoint Capital
Georgia
$289K – – –
WA
130
Wealthstar Advisors
Texas
$263K – – –
WCWM
131
Willow Creek Wealth Management
California
$260K – – –
WIC
132
Woodmont Investment Counsel
Tennessee
$254K – – –
IWM
133
IHT Wealth Management
Illinois
$249K +$1.01K +40 +0.4%
TWM
134
Tradition Wealth Management
Minnesota
$247K -$497K -19,592 -67%
AF
135
Arrow Financial
New York
$245K +$45.5K +1,798 +23%
GEA
136
Glen Eagle Advisors
New Jersey
$243K +$304 +12 +0.1%
CPSC
137
Carl P. Sherr & Co
Massachusetts
$238K -$38.8K -1,530 -14%
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$219K +8,623 New
4WM
139
4J Wealth Management
Virginia
$218K +$218K +8,613 New
LF
140
Lantz Financial
Illinois
$217K +$217K +8,573 New
KCM
141
Kathmere Capital Management
Pennsylvania
$216K +$862 +34 +0.4%
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$216K -$215K – –
SAG
143
SageView Advisory Group
California
$204K +$204K +8,050 New
HWM
144
HB Wealth Management
Georgia
$202K – – –
SRC
145
Shufro Rose & Co
New York
$200K +$200K +7,895 New
BWM
146
BCS Wealth Management
Tennessee
$200K -$200K -7,880 -50%
HIA
147
Harbor Investment Advisory
Maryland
$188K +$135K +5,329 +258%
VCM
148
Vigilant Capital Management
Maine
$146K +$6.07K +240 +4%
HS
149
Horan Securities
United States
$134K +$100K +3,962 +300%
CFGS
150
Concourse Financial Group Securities
Alabama
$129K -$2.76K -109 -2%
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6
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