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 %
Bessemer Group
151
Bessemer Group
New Jersey
$126K – – –
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$114K -$861 -34 -0.7%
MA
153
MCF Advisors
Kentucky
$103K +$431 +17 +0.4%
FRA
154
Front Row Advisors
California
$89K – – –
WB
155
Webster Bank
Connecticut
$76K +$76K +3,000 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$58.6K – – –
PAI
157
Pittenger & Anderson Inc
Nebraska
$56.2K +$56.2K +2,215 New
SPIA
158
Steward Partners Investment Advisory
New York
$50.4K – – –
PIMG
159
Patriot Investment Management Group
Tennessee
$50.3K +$50.3K +1,980 New
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$48.6K – – –
BEI
161
Benjamin Edwards Inc
Missouri
$44K +$16.1K +634 +58%
HI
162
Harbour Investments
Wisconsin
$40.5K +$51 +2 +0.1%
BWL
163
Bogart Wealth LLC
Virginia
$38.5K – – –
PA
164
Parallel Advisors
California
$25.4K +$25.4K +1,000 New
FFA
165
Farther Finance Advisors
California
$20.8K +$20.8K +820 New
GRP
166
Global Retirement Partners
California
$20.1K +$51 +2 +0.3%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$14K +$14K +551 New
SC
168
Stephens Consulting
Michigan
$7.94K – – –
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.74K – – –
BlackRock
170
BlackRock
New York
$3.6K – – –
PAG
171
Private Advisor Group
New Jersey
$1.27K -$760 -29,960 -37%
SC
172
Savant Capital
Illinois
$427 +$427 +16,835 New
PI
173
PFS Investments
Georgia
– -$3.65K -144,622 Closed
KCM
174
Karp Capital Management
California
– -$2.63M -104,285 Closed
SVWAG
175
Sound View Wealth Advisors Group
Georgia
– -$583K -23,098 Closed
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