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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30 hedge funds and large institutions have $21.3M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63M
2
ADL
2
Asset Dedication LLC
California
$1.98M
3
VCM
3
Vigilant Capital Management
Maine
$1.38M
4
CTC
4
Central Trust Company
Missouri
$1.08M
5
LNC
5
Lincoln National Corp
Pennsylvania
$1.4M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$520K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.63M 144,093 +74,717 +108%
ADL
2
Asset Dedication LLC
California
$1.98M 78,493 +62,067 +378%
Wells Fargo
3
Wells Fargo
California
$1.53M 60,660 +31,079 +105%
LNC
4
Lincoln National Corp
Pennsylvania
$1.4M 55,374 +41,050 +287%
VCM
5
Vigilant Capital Management
Maine
$1.38M 54,669 +51,607 +1,685%
CIM
6
Confluence Investment Management
Missouri
$1.33M 52,643 +192 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$1.16M 45,983 +32,433 +239%
BA
8
Boston Advisors
Massachusetts
$1.08M 42,666 +1,980 +5%
CTC
9
Central Trust Company
Missouri
$1.08M 42,700 +42,700 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$988K 39,193 +39,193 New
UBS Group
11
UBS Group
Switzerland
$830K 32,923 +22,774 +224%
US Bancorp
12
US Bancorp
Minnesota
$809K 32,065 +25,812 +413%
REMPR
13
Roof Eidam Maycock Peralta (REMP)
California
$721K 28,605 +20,605 +258%
CIC
14
Carnegie Investment Counsel
Ohio
$628K 25,164 +2,750 +12%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$520K 20,616 -3,170 -13%
AFP
16
Ausdal Financial Partners
Iowa
$344K 13,626 +804 +6%
AWM
17
Altium Wealth Management
New York
$313K 12,404 +12,404 New
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$297K 11,778 +11,778 New
SSWM
19
Sheets Smith Wealth Management
North Carolina
$227K 9,000 +9,000 New
LFAS
20
Level Four Advisory Services
Texas
$224K 8,900 +8,900 New
PAG
21
Private Advisor Group
New Jersey
$201K 7,951 +7,951 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$188K 7,470 +50 +0.7%
PWM
23
Paulson Wealth Management
Illinois
$170K 6,760 +6,760 New
FAAS
24
First Allied Advisory Services
California
$88K 3,500 +3,500 New
1IA
25
1834 Investment Advisors
Wisconsin
$76K 3,000 +3,000 New
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