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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$16.2M
2
Bank of America
2
Bank of America
North Carolina
$34.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.1M
5
RFC
5
Regions Financial Corp
Alabama
$10.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
2
EP Wealth Advisors
California
$551K
3
Jane Street
3
Jane Street
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
5
CGN Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.71M -$110K -4,309 -3%
Stifel Financial
27
Stifel Financial
Missouri
$3.57M +$53.4K +2,095 +2%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.29M +$842K +33,005 +34%
SCG
29
Sonata Capital Group
Washington
$3.15M – – –
SCA
30
Stonebridge Capital Advisors
Minnesota
$3.13M +$123K +4,817 +4%
RJA
31
Raymond James & Associates
Florida
$3.06M +$1.78M +69,939 +140%
ANTB
32
AMG National Trust Bank
Colorado
$2.98M – – –
SPA
33
Sentinel Pension Advisors
Massachusetts
$2.94M +$264K +10,337 +10%
PSIWM
34
Paradigm Strategies in Wealth Management
Minnesota
$2.81M +$293K +11,480 +12%
KCM
35
Karp Capital Management
California
$2.72M +$2.72M +106,497 New
CTC
36
Central Trust Company
Missouri
$2.67M -$40.8K -1,600 -2%
NDSI
37
Newman Dignan & Sheerar Inc
Rhode Island
$2.49M +$2.49M +97,596 New
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$2.32M +$326K +12,796 +16%
LF
39
Lee Financial
Texas
$2.01M +$1.35M +52,930 +204%
PAG
40
Private Advisor Group
New Jersey
$1.99M -$123K -4,819 -6%
CIA
41
Covington Investment Advisors
Pennsylvania
$1.8M +$4.97K +195 +0.3%
Creative Planning
42
Creative Planning
Kansas
$1.8M +$804K +31,545 +81%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.79M -$45.2M -1,773,524 -96%
BF
44
BOK Financial
Oklahoma
$1.76M – – –
PFM
45
Phillips Financial Management
Indiana
$1.75M – – –
ACIM
46
Azimuth Capital Investment Management
Michigan
$1.7M +$1.7M +66,475 New
ADL
47
Asset Dedication LLC
California
$1.66M +$1.26M +49,388 +315%
NWM
48
Northcape Wealth Management
New York
$1.65M -$103K -4,031 -6%
P
49
Paradiem
Louisiana
$1.6M -$64.3K -2,521 -4%
SIC
50
Sigma Investment Counselors
Michigan
$1.58M – – –
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