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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$5.68M
3
Bank of America
3
Bank of America
North Carolina
$14.9M
4
US Bancorp
4
US Bancorp
Minnesota
$15.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
CDIA
2
Capital Directions Investment Advisors
Georgia
$0
3
PCH
3
PGIM Custom Harvest
New Jersey
$0
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Azimuth Capital Management
Michigan
$2.44M +$852K +32,575 +54%
SCG
27
Sonata Capital Group
Washington
$2.32M +$65.5K +2,502 +3%
RFC
28
Regions Financial Corp
Alabama
$2.31M +$185K +7,069 +9%
SPA
29
Sentinel Pension Advisors
Massachusetts
$2.31M -$89.7K -3,417 -4%
CIC
30
Carnegie Investment Counsel
Ohio
$2.28M +$702K +26,850 +45%
EWA
31
EP Wealth Advisors
California
$2.23M – – –
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$1.92M +$1.92M +73,488 New
P
33
Paradiem
Louisiana
$1.71M +$341K +13,044 +25%
APP
34
Avantax Planning Partners
Iowa
$1.63M +$209K +7,982 +15%
SIC
35
Sigma Investment Counselors
Michigan
$1.62M -$15.7K -600 -1%
Stifel Financial
36
Stifel Financial
Missouri
$1.5M +$27.3K +1,044 +2%
RJA
37
Raymond James & Associates
Florida
$1.5M -$86.6K -3,307 -5%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$1.48M -$33.7K -1,287 -2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$203K +7,778 +23%
CIA
40
Covington Investment Advisors
Pennsylvania
$1.09M +$96.8K +3,700 +10%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.09M – – –
SSB
42
Sandy Spring Bank
Maryland
$1.09M +$117K +4,474 +12%
VA
43
Valmark Advisers
Ohio
$986K +$44.6K +1,705 +5%
PFM
44
Phillips Financial Management
Indiana
$962K +$113K +4,303 +13%
LPT
45
Legacy Private Trust
Wisconsin
$947K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$946K -$99.9K -3,817 -10%
Citadel Advisors
47
Citadel Advisors
Florida
$944K +$713K +27,219 +308%
PWM
48
Paulson Wealth Management
Illinois
$895K -$45.7K -1,746 -5%
FPS
49
Fieldpoint Private Securities
Connecticut
$890K – – –
APA
50
American Portfolios Advisors
New York
$866K – – –
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