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 %
FRA
151
Front Row Advisors
California
$89K – – –
WB
152
Webster Bank
Connecticut
$76.5K – – –
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$48.9K – – –
HI
154
Harbour Investments
Wisconsin
$40.4K +$229 +9 +0.6%
FFA
155
Farther Finance Advisors
California
$33.4K – – –
TSWM
156
Tyler-Stone Wealth Management
Ohio
$25K +$25K +1,000 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$22.6K +$22.6K +887 New
LF
158
Lee Financial
Texas
$20.4K -$1.6M -62,780 -99%
GRP
159
Global Retirement Partners
California
$20.4K +$25 +1 +0.1%
BWL
160
Bogart Wealth LLC
Virginia
$14.6K -$24.2K -949 -62%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$11K – – –
SC
162
Stephens Consulting
Michigan
$7.98K – – –
HCA
163
Heck Capital Advisors
Wisconsin
$7.7K +$25 +1 +0.3%
SS
164
Sunbelt Securities
Texas
$7.01K – – –
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.77K – – –
BlackRock
166
BlackRock
New York
$3.62K – – –
GA
167
Gateway Advisory
New Jersey
– -$3.03M -118,957 Closed
DSA
168
Droms Strauss Advisors
Missouri
– -$2.68M -105,499 Closed
AWS
169
AJ Wealth Strategies
New York
– -$1.08M -42,289 Closed
CAAS
170
Capital Asset Advisory Services
Michigan
– -$701K -27,554 Closed
RWA
171
Redhawk Wealth Advisors
Minnesota
– -$541K -21,279 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$294K -11,580 Closed
LF
173
Lantz Financial
Illinois
– -$232K -9,125 Closed
HW
174
Hedeker Wealth
Illinois
– -$200K -7,880 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– -$136K -5,366 Closed
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