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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54 hedge funds and large institutions have $51.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFG Advisory
Georgia
$1.47M
2
UBS Group
2
UBS Group
Switzerland
$3.01M
3
Wells Fargo
3
Wells Fargo
California
$3.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.44M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$730K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$323K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.26M
4
VCM
4
Vigilant Capital Management
Maine
$82K
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$6.03M 241,587 +40,998 +20%
Bank of America
2
Bank of America
North Carolina
$5.65M 226,483 +16,287 +8%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M 177,997 +42,905 +32%
Wells Fargo
4
Wells Fargo
California
$3.1M 124,318 +46,790 +60%
UBS Group
5
UBS Group
Switzerland
$3.01M 120,462 +50,933 +73%
US Bancorp
6
US Bancorp
Minnesota
$2.62M 105,149 +28,690 +38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.26M 90,386 -11,327 -11%
ADL
8
Asset Dedication LLC
California
$2.04M 81,805 +1,317 +2%
CIM
9
Confluence Investment Management
Missouri
$1.69M 67,901 -884 -1%
CTC
10
Central Trust Company
Missouri
$1.54M 61,875 +2,275 +4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M 61,227 – –
IA
12
IFG Advisory
Georgia
$1.47M 59,938 +59,938 New
BA
13
Boston Advisors
Massachusetts
$1.08M 43,453 +1,515 +4%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$1.02M 40,835 +1,200 +3%
LNC
15
Lincoln National Corp
Pennsylvania
$923K 36,999 -1 -0%
FPS
16
Fieldpoint Private Securities
Connecticut
$848K 34,000 +34,000 New
APP
17
Avantax Planning Partners
Iowa
$832K 33,329 +9,784 +42%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$803K 32,183 +32,183 New
LPL Financial
19
LPL Financial
California
$780K 31,254 +16,857 +117%
CIC
20
Carnegie Investment Counsel
Ohio
$776K 31,064 +6,650 +27%
Jane Street
21
Jane Street
New York
$730K 29,273 -70,853 -71%
RJA
22
Raymond James & Associates
Florida
$719K 28,832 +14,210 +97%
LF
23
Lee Financial
Texas
$649K 25,994 +25,994 New
AFP
24
Ausdal Financial Partners
Iowa
$606K 24,297 +10,005 +70%
WI
25
WrapManager Inc
California
$558K 22,384 +22,384 New
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