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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.95M
3
Truist Financial
3
Truist Financial
North Carolina
$3.3M
4
LIM
4
Leavell Investment Management
Alabama
$10.5M
5
AWM
5
Apollon Wealth Management
South Carolina
$893K

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$2.81M
2
Jane Street
2
Jane Street
New York
$0
3
RFC
3
Regions Financial Corp
Alabama
$2.22M
4
UBS Group
4
UBS Group
Switzerland
$7.06M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Stonebridge Capital Advisors
Minnesota
$2.81M 108,141 -107,559 -50%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M 105,034 -3,238 -3%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.64M 101,398 +3,086 +3%
ACM
29
Azimuth Capital Management
Michigan
$2.44M 93,925 +2,200 +2%
RFC
30
Regions Financial Corp
Alabama
$2.22M 85,180 -20,855 -20%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$1.97M 75,911 +547 +0.7%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.95M 75,055 +75,055 New
EWA
33
EP Wealth Advisors
California
$1.91M 73,346 – –
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.73M 66,445 -41 -0.1%
P
35
Paradiem
Louisiana
$1.7M 65,342 – –
LPT
36
Legacy Private Trust
Wisconsin
$1.65M 63,452 +4,569 +8%
SIC
37
Sigma Investment Counselors
Michigan
$1.61M 61,840 – –
RJA
38
Raymond James & Associates
Florida
$1.57M 60,457 +3,285 +6%
Stifel Financial
39
Stifel Financial
Missouri
$1.55M 59,536 +495 +0.8%
CIC
40
Carnegie Investment Counsel
Ohio
$1.34M 51,440 +7,500 +17%
APP
41
Avantax Planning Partners
Iowa
$1.2M 46,034 -1,553 -3%
Creative Planning
42
Creative Planning
Kansas
$1.13M 43,539 -121 -0.3%
CIA
43
Covington Investment Advisors
Pennsylvania
$1.11M 42,675 +349 +0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.1M 42,243 +11,070 +36%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$1.08M 41,705 – –
PFM
46
Phillips Financial Management
Indiana
$1.05M 40,277 – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.03M 39,594 -569 -1%
SSB
48
Sandy Spring Bank
Maryland
$953K 36,661 +415 +1%
VA
49
Valmark Advisers
Ohio
$932K 35,841 -4,763 -12%
CDIA
50
Capital Directions Investment Advisors
Georgia
$900K 34,632 – –
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