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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57 hedge funds and large institutions have $79.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$4.91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.2M
4
CIM
4
Confluence Investment Management
Missouri
$4.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.14M

Top Sellers

1
ADL
1
Asset Dedication LLC
California
$670K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$63K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
VA
4
Valmark Advisers
Ohio
$0
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$10.2M 409,323 +167,736 +69%
Bank of America
2
Bank of America
North Carolina
$6.68M 269,000 +42,517 +19%
Morgan Stanley
3
Morgan Stanley
New York
$5.29M 212,772 +34,775 +20%
CIM
4
Confluence Investment Management
Missouri
$4.92M 198,033 +130,132 +192%
UCFA
5
United Capital Financial Advisors
Texas
$4.91M 197,445 +197,445 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.7M 189,080 +189,080 New
Wells Fargo
7
Wells Fargo
California
$3.97M 159,782 +35,464 +29%
UBS Group
8
UBS Group
Switzerland
$3.49M 140,593 +20,131 +17%
US Bancorp
9
US Bancorp
Minnesota
$3.35M 134,851 +29,702 +28%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.14M 126,351 +94,168 +293%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.69M 108,416 +18,030 +20%
CIC
12
Carnegie Investment Counsel
Ohio
$2.49M 101,134 +70,070 +226%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M 67,602 +6,375 +10%
IA
14
IFG Advisory
Georgia
$1.5M 61,522 +1,584 +3%
CTC
15
Central Trust Company
Missouri
$1.48M 59,400 -2,475 -4%
LNC
16
Lincoln National Corp
Pennsylvania
$1.46M 58,547 +21,548 +58%
Jane Street
17
Jane Street
New York
$1.2M 48,341 +19,068 +65%
BA
18
Boston Advisors
Massachusetts
$1.08M 43,393 -60 -0.1%
LPL Financial
19
LPL Financial
California
$1.05M 42,181 +10,927 +35%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$1.02M 40,835 – –
RJA
21
Raymond James & Associates
Florida
$901K 36,283 +7,451 +26%
APP
22
Avantax Planning Partners
Iowa
$896K 36,073 +2,744 +8%
FPS
23
Fieldpoint Private Securities
Connecticut
$845K 34,000 – –
LIM
24
Leavell Investment Management
Alabama
$845K 34,000 +24,000 +240%
SCA
25
Stonebridge Capital Advisors
Minnesota
$776K 31,221 +15,825 +103%
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