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 %
TWM
101
Tradition Wealth Management
Minnesota
$141K +$52 +2 +0%
Bessemer Group
102
Bessemer Group
New Jersey
$131K +$131K +5,000 New
BCPWM
103
Bradley & Co Private Wealth Management
Florida
$130K +$130K +4,953 New
GWM
104
Geneos Wealth Management
Colorado
$115K – – –
MA
105
MCF Advisors
Kentucky
$114K +$237 +9 +0.2%
HI
106
Harbour Investments
Wisconsin
$95K +$95K +3,644 New
FRA
107
Front Row Advisors
California
$92K +$26.3K +1,000 +40%
AIC
108
Ameritas Investment Company
Nebraska
$80.4K +$80.4K +3,074 New
SPIA
109
Steward Partners Investment Advisory
New York
$69.1K – – –
FNBOSM
110
First National Bank of South Miami
Florida
$58K – – –
VCM
111
Vigilant Capital Management
Maine
$53K – – –
BWL
112
Bogart Wealth LLC
Virginia
$40K – – –
1IA
113
1834 Investment Advisors
Wisconsin
$31K – – –
RIM
114
Rockbridge Investment Management
New York
$25K – – –
AF
115
Allworth Financial
California
$17K – – –
CAAS
116
Capital Asset Advisory Services
Michigan
$15K +$15K +562 New
KFAA
117
Klaas Financial Asset Advisors
Illinois
$10K +$10K +382 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$8K +$8K +314 New
CDIA
119
Capital Directions Investment Advisors
Georgia
– -$907K -34,632 Closed
PCH
120
PGIM Custom Harvest
New Jersey
– -$330K -12,614 Closed
LWM
121
Laidlaw Wealth Management
New York
– -$315K -12,013 Closed
FTUS
122
Flow Traders U.S.
New York
– -$296K -11,311 Closed
ACS
123
Archford Capital Strategies
Illinois
– -$223K -8,515 Closed
QCG
124
Quadrant Capital Group
Ohio
– -$61K -2,320 Closed
IA
125
IFP Advisors
Florida
– -$50K -1,909 Closed
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