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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99 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
55
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
US Bancorp
3
US Bancorp
Minnesota
$13.9M
4
EWA
4
EP Wealth Advisors
California
$2.3M
5
PI
5
PFS Investments
Georgia
$3.19M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$433K
3
UBS Group
3
UBS Group
Switzerland
$7.73M
4
GPA
4
Guidance Point Advisors
Massachusetts
$488K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.31M 87,883 +47,113 +116%
EWA
27
EP Wealth Advisors
California
$2.3M 87,384 +87,384 New
RFC
28
Regions Financial Corp
Alabama
$2.14M 81,439 +4,001 +5%
RJA
29
Raymond James & Associates
Florida
$1.74M 66,294 -2,590 -4%
CIC
30
Carnegie Investment Counsel
Ohio
$1.64M 62,544 +6,350 +11%
SCG
31
Sonata Capital Group
Washington
$1.62M 61,706 +11,475 +23%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.49M 56,519 +5,768 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.44M 54,599 +4,115 +8%
Stifel Financial
34
Stifel Financial
Missouri
$1.42M 53,984 -4,673 -8%
APP
35
Avantax Planning Partners
Iowa
$1.34M 50,954 +4,973 +11%
SIC
36
Sigma Investment Counselors
Michigan
$1.2M 45,480 +11,340 +33%
PWM
37
Paulson Wealth Management
Illinois
$1.11M 42,328 +444 +1%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.1M 41,705 – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.05M 40,045 +9,537 +31%
CIA
40
Covington Investment Advisors
Pennsylvania
$1M 38,126 +545 +1%
SSB
41
Sandy Spring Bank
Maryland
$967K 36,785 +9,440 +35%
LPT
42
Legacy Private Trust
Wisconsin
$951K 36,195 +2,610 +8%
CDIA
43
Capital Directions Investment Advisors
Georgia
$910K 34,632 +2,934 +9%
FPS
44
Fieldpoint Private Securities
Connecticut
$894K 34,000 – –
APA
45
American Portfolios Advisors
New York
$870K 33,100 +19,825 +149%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$867K 32,980 +2,638 +9%
FNC
47
First National Corp
Massachusetts
$863K 26,056 – –
PFM
48
Phillips Financial Management
Indiana
$853K 32,453 +11,506 +55%
VA
49
Valmark Advisers
Ohio
$846K 32,199 +7,480 +30%
AWM
50
Altium Wealth Management
New York
$820K 31,207 +88 +0.3%
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