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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162 hedge funds and large institutions have $349M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.1M
2
NA
2
NewEdge Advisors
Louisiana
$13.9M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$2.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.76M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$611K
3
Bank of America
3
Bank of America
North Carolina
$43.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
WA
5
Waterford Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
126
NovaPoint Capital
Georgia
$261K – – –
AF
127
Arrow Financial
New York
$259K – – –
DADC
128
D.A. Davidson & Co
Montana
$259K – – –
WIC
129
Woodmont Investment Counsel
Tennessee
$255K – – –
Deutsche Bank
130
Deutsche Bank
Germany
$250K +$250K +9,804 New
4WM
131
4J Wealth Management
Virginia
$250K +$995 +39 +0.4%
HS
132
Horan Securities
United States
$246K – – –
GEA
133
Glen Eagle Advisors
New Jersey
$246K +$408 +16 +0.2%
KOMWMG
134
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K +$1.17K +46 +0.5%
GAM
135
Gould Asset Management
California
$215K – – –
EPP
136
ETF Portfolio Partners
Kansas
$204K – – –
HWM
137
HB Wealth Management
Georgia
$203K – – –
MAS
138
Madden Advisory Services
Florida
$203K -$88.9K -3,482 -30%
SRC
139
Shufro Rose & Co
New York
$202K – – –
BWM
140
BCS Wealth Management
Tennessee
$201K – – –
PTC
141
Private Trust Company
Ohio
$198K +$16.3K +640 +9%
HIA
142
Harbor Investment Advisory
Maryland
$193K – – –
PA
143
Parallel Advisors
California
$166K – – –
PWA
144
Provenance Wealth Advisors
Florida
$143K +$143K +5,601 New
Bessemer Group
145
Bessemer Group
New Jersey
$127K – – –
BBHC
146
Brown Brothers Harriman & Co
New York
$108K +$108K +4,243 New
MA
147
MCF Advisors
Kentucky
$105K +$536 +21 +0.5%
OP
148
ORG Partners
Indiana
$99.5K – – –
FRA
149
Front Row Advisors
California
$89.3K – – –
Comerica Bank
150
Comerica Bank
Texas
$43.3K +$43.3K +1,696 New
4 5
6
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