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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126 hedge funds and large institutions have $268M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$9.97M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.25M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.52M
4
Ameriprise
4
Ameriprise
Minnesota
$4.7M
5
Bank of America
5
Bank of America
North Carolina
$22.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.7M
2
Jane Street
2
Jane Street
New York
$613K
3
PAG
3
Private Advisor Group
New Jersey
$2.11M
4
US Bancorp
4
US Bancorp
Minnesota
$15.7M
5
FNC
5
First National Corp
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCG
26
Sonata Capital Group
Washington
$3.15M 123,645 – –
SCA
27
Stonebridge Capital Advisors
Minnesota
$3M 117,738 +4,346 +4%
ANTB
28
AMG National Trust Bank
Colorado
$2.98M 116,897 – –
CTC
29
Central Trust Company
Missouri
$2.7M 106,150 -2,900 -3%
SPA
30
Sentinel Pension Advisors
Massachusetts
$2.68M 105,049 +3,191 +3%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$2.52M 98,747 -470 -0.5%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.45M 96,183 +1,379 +1%
ACM
33
Azimuth Capital Management
Michigan
$2.3M 90,425 -3,500 -4%
PAG
34
Private Advisor Group
New Jersey
$2.11M 82,808 -30,541 -27%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.99M 78,094 +4,019 +5%
CIA
36
Covington Investment Advisors
Pennsylvania
$1.8M 70,531 +25,280 +56%
BF
37
BOK Financial
Oklahoma
$1.76M 69,116 – –
NWM
38
Northcape Wealth Management
New York
$1.76M 68,908 -1,801 -3%
PFM
39
Phillips Financial Management
Indiana
$1.75M 68,627 – –
P
40
Paradiem
Louisiana
$1.66M 65,342 – –
SIC
41
Sigma Investment Counselors
Michigan
$1.58M 61,840 – –
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$1.32M 51,700 +16,000 +45%
RJA
43
Raymond James & Associates
Florida
$1.28M 50,071 -4,984 -9%
EWA
44
EP Wealth Advisors
California
$1.27M 49,925 -22,733 -31%
AA
45
Alesco Advisors
New York
$1.2M 46,985 +46,985 New
APP
46
Avantax Planning Partners
Iowa
$1.18M 46,207 – –
CIC
47
Carnegie Investment Counsel
Ohio
$1.14M 44,840 -6,600 -13%
VA
48
Valmark Advisers
Ohio
$1.13M 44,364 +793 +2%
SSB
49
Sandy Spring Bank
Maryland
$1.11M 43,621 +1,480 +4%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$1.06M 41,705 – –
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