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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M
3
ACM
3
Azimuth Capital Management
Michigan
$1.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.17M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Jane Street
3
Jane Street
New York
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$31K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.39M +$1.94K +74 +0.1%
Ameriprise
27
Ameriprise
Minnesota
$2.36M +$934K +35,682 +65%
SCG
28
Sonata Capital Group
Washington
$2.26M +$639K +24,419 +40%
EWA
29
EP Wealth Advisors
California
$2.23M -$55.3K -2,112 -2%
RFC
30
Regions Financial Corp
Alabama
$2.13M -$6.81K -260 -0.3%
SIC
31
Sigma Investment Counselors
Michigan
$1.64M +$444K +16,960 +37%
ACM
32
Azimuth Capital Management
Michigan
$1.59M +$1.59M +60,650 New
RJA
33
Raymond James & Associates
Florida
$1.59M -$151K -5,754 -9%
CIC
34
Carnegie Investment Counsel
Ohio
$1.58M -$62.8K -2,400 -4%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.52M +$35.7K +1,363 +2%
Stifel Financial
36
Stifel Financial
Missouri
$1.47M +$59.9K +2,288 +4%
APP
37
Avantax Planning Partners
Iowa
$1.42M +$83K +3,171 +6%
P
38
Paradiem
Louisiana
$1.37M +$1.37M +52,298 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$1.09M – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.05M -$1.99K -76 -0.2%
CIA
41
Covington Investment Advisors
Pennsylvania
$996K -$2.62K -100 -0.3%
SSB
42
Sandy Spring Bank
Maryland
$968K +$5.24K +200 +0.5%
LPT
43
Legacy Private Trust
Wisconsin
$948K – – –
VA
44
Valmark Advisers
Ohio
$942K +$98.8K +3,773 +12%
PWM
45
Paulson Wealth Management
Illinois
$940K -$168K -6,423 -15%
CDIA
46
Capital Directions Investment Advisors
Georgia
$907K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$891K +$27.4K +1,048 +3%
FPS
48
Fieldpoint Private Securities
Connecticut
$890K – – –
APA
49
American Portfolios Advisors
New York
$867K – – –
PFM
50
Phillips Financial Management
Indiana
$850K – – –
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