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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95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$11.3M
2
LIM
2
Leavell Investment Management
Alabama
$6.7M
3
Wells Fargo
3
Wells Fargo
California
$9.22M
4
LPT
4
Legacy Private Trust
Wisconsin
$881K
5
FNC
5
First National Corp
Massachusetts
$684K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.02M
2
EWA
2
EP Wealth Advisors
California
$2.29M
3
UBS Group
3
UBS Group
Switzerland
$8.3M
4
LF
4
LifeSteps Financial
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.01M 76,710 +3,118 +4%
RJA
27
Raymond James & Associates
Florida
$1.81M 68,884 -4,200 -6%
EC
28
Estate Counselors
Wisconsin
$1.77M 67,390 +6,690 +11%
PI
29
PFS Investments
Georgia
$1.59M 60,731 -13,849 -19%
Stifel Financial
30
Stifel Financial
Missouri
$1.54M 58,657 -490 -0.8%
CIC
31
Carnegie Investment Counsel
Ohio
$1.47M 56,194 +600 +1%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.33M 50,751 +6,291 +14%
Ameriprise
33
Ameriprise
Minnesota
$1.32M 50,484 +7,351 +17%
SCG
34
Sonata Capital Group
Washington
$1.32M 50,231 +19,625 +64%
APP
35
Avantax Planning Partners
Iowa
$1.21M 45,981 -1,502 -3%
PWM
36
Paulson Wealth Management
Illinois
$1.1M 41,884 -172 -0.4%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$1.09M 41,705 +800 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.07M 40,770 +2,026 +5%
CIA
39
Covington Investment Advisors
Pennsylvania
$986K 37,581 +960 +3%
SIC
40
Sigma Investment Counselors
Michigan
$896K 34,140 +10,500 +44%
FPS
41
Fieldpoint Private Securities
Connecticut
$892K 34,000 – –
LPT
42
Legacy Private Trust
Wisconsin
$881K 33,585 +33,585 New
GPA
43
Guidance Point Advisors
Massachusetts
$858K 32,735 +80 +0.2%
CDIA
44
Capital Directions Investment Advisors
Georgia
$832K 31,698 – –
AWM
45
Altium Wealth Management
New York
$816K 31,119 -676 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$800K 30,508 +571 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$796K 30,342 +1,623 +6%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$784K 29,892 +5,461 +22%
SSB
49
Sandy Spring Bank
Maryland
$717K 27,345 +7,325 +37%
TF
50
TLWM Financial
Texas
$701K 26,720 – –
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