IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Overview Fund Activity
Delisted

IBML was delisted on the 1st of December, 2023.

Back to rankings

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 %
HI
151
Harbour Investments
Wisconsin
$35K -$5.39K -211 -13%
FFA
152
Farther Finance Advisors
California
$33.5K – – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$26K – – –
SSWM
154
Sheets Smith Wealth Management
North Carolina
$25.5K +$25.5K +1,000 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$22.6K – – –
BWL
156
Bogart Wealth LLC
Virginia
$14.6K – – –
SC
157
Stephens Consulting
Michigan
$7.99K – – –
HCA
158
Heck Capital Advisors
Wisconsin
$7.75K +$51 +2 +0.7%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$5.77K -$5.28K -207 -48%
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.77K – – –
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$4.75K +$4.75K +186 New
BlackRock
162
BlackRock
New York
$3.63K – – –
WA
163
Waterford Advisors
New York
– -$2.55M -99,985 Closed
MCCA
164
Mill Creek Capital Advisors
Pennsylvania
– -$2.51M -98,620 Closed
SIC
165
Sigma Investment Counselors
Michigan
– -$931K -36,540 Closed
FAM
166
Forte Asset Management
New York
– -$902K -35,400 Closed
FTUS
167
Flow Traders U.S.
New York
– -$889K -34,891 Closed
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
– -$817K -32,074 Closed
AWS
169
Atria Wealth Solutions
New York
– -$626K -24,569 Closed
AFP
170
Alpha Financial Partners
Kentucky
– -$490K -19,225 Closed
GPA
171
Guidance Point Advisors
Massachusetts
– -$381K -14,931 Closed
RWM
172
Revisor Wealth Management
Ohio
– -$234K -9,170 Closed
WB
173
Webster Bank
Connecticut
– -$76.5K -3,000 Closed
LF
174
Lee Financial
Texas
– -$20.4K -800 Closed
GRP
175
Global Retirement Partners
California
– -$20.4K -799 Closed
4 5 6
7
8