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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
Jane Street
3
Jane Street
New York
$2.35M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
RFC
5
Regions Financial Corp
Alabama
$4.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.27M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$0
4
PWM
4
Paulson Wealth Management
Illinois
$219K
5
PAG
5
Private Advisor Group
New Jersey
$2.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$2.83M +$6.48K +250 +0.2%
LPT
27
Legacy Private Trust
Wisconsin
$2.8M +$1.16M +44,665 +70%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.64M +$11.9K +460 +0.5%
PSIWM
29
Paradigm Strategies in Wealth Management
Minnesota
$2.57M +$604K +23,306 +31%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M -$265K -10,230 -10%
ACM
31
Azimuth Capital Management
Michigan
$2.43M – – –
Jane Street
32
Jane Street
New York
$2.35M +$2.35M +90,739 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.27M -$2.83M -109,128 -55%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.95M +$201K +7,630 +11%
EWA
35
EP Wealth Advisors
California
$1.88M -$17.8K -688 -0.9%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.85M -$80.4K -3,124 -4%
NWM
37
Northcape Wealth Management
New York
$1.83M +$1.83M +70,709 New
BF
38
BOK Financial
Oklahoma
$1.79M +$1.49M +57,564 +498%
PFM
39
Phillips Financial Management
Indiana
$1.78M +$735K +28,350 +70%
P
40
Paradiem
Louisiana
$1.68M – – –
SIC
41
Sigma Investment Counselors
Michigan
$1.6M – – –
Stifel Financial
42
Stifel Financial
Missouri
$1.54M -$2.77K -107 -0.2%
RJA
43
Raymond James & Associates
Florida
$1.43M -$140K -5,402 -9%
CIC
44
Carnegie Investment Counsel
Ohio
$1.33M – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$281K +10,834 +27%
APP
46
Avantax Planning Partners
Iowa
$1.2M +$4.49K +173 +0.4%
CIA
47
Covington Investment Advisors
Pennsylvania
$1.17M +$66.8K +2,576 +6%
VA
48
Valmark Advisers
Ohio
$1.13M +$200K +7,730 +22%
Creative Planning
49
Creative Planning
Kansas
$1.1M -$25.5K -985 -2%
SSB
50
Sandy Spring Bank
Maryland
$1.09M +$142K +5,480 +15%
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