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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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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$262K – – –
SWA
127
Stratos Wealth Advisors
Ohio
$262K – – –
NC
128
NovaPoint Capital
Georgia
$261K -$29.6K -1,162 -10%
AF
129
Arrow Financial
New York
$259K – – –
DADC
130
D.A. Davidson & Co
Montana
$258K -$30K -1,175 -10%
WIC
131
Woodmont Investment Counsel
Tennessee
$255K – – –
IWM
132
IHT Wealth Management
Illinois
$252K +$1.02K +40 +0.4%
4WM
133
4J Wealth Management
Virginia
$249K +$18.6K +728 +8%
TWM
134
Tradition Wealth Management
Minnesota
$248K +$204 +8 +0.1%
HS
135
Horan Securities
United States
$246K -$7.42K -291 -3%
GEA
136
Glen Eagle Advisors
New Jersey
$245K +$331 +13 +0.1%
RWM
137
Revisor Wealth Management
Ohio
$234K +$4.33K +170 +2%
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$231K +$11K +434 +5%
GAM
139
Gould Asset Management
California
$215K -$1.02K -40 -0.5%
EPP
140
ETF Portfolio Partners
Kansas
$204K -$317K -12,452 -61%
HWM
141
HB Wealth Management
Georgia
$203K – – –
SRC
142
Shufro Rose & Co
New York
$201K – – –
BWM
143
BCS Wealth Management
Tennessee
$201K – – –
HIA
144
Harbor Investment Advisory
Maryland
$193K +$3.98K +156 +2%
PTC
145
Private Trust Company
Ohio
$181K – – –
PA
146
Parallel Advisors
California
$166K – – –
VCM
147
Vigilant Capital Management
Maine
$160K +$7.64K +300 +5%
Bessemer Group
148
Bessemer Group
New Jersey
$127K – – –
MA
149
MCF Advisors
Kentucky
$104K +$433 +17 +0.4%
OP
150
ORG Partners
Indiana
$99.3K +$99.3K +3,900 New
4 5
6
7 8