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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74 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
37
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$11M
2
RJA
2
Raymond James & Associates
Florida
$3.78M
3
UBS Group
3
UBS Group
Switzerland
$9.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.89M
5
NA
5
NewEdge Advisors
Louisiana
$2.68M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$3.52M
2
Jane Street
2
Jane Street
New York
$911K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$223K
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$11M 431,068 +431,068 New
HighTower Advisors
2
HighTower Advisors
Illinois
$11M 430,285 +15,627 +4%
UBS Group
3
UBS Group
Switzerland
$9.66M 379,399 +87,185 +30%
Morgan Stanley
4
Morgan Stanley
New York
$7.89M 310,011 +70,683 +30%
Bank of America
5
Bank of America
North Carolina
$6.99M 274,616 -2,618 -0.9%
US Bancorp
6
US Bancorp
Minnesota
$5.33M 209,343 +24,604 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.87M 191,293 -2,965 -2%
UCFA
8
United Capital Financial Advisors
Texas
$4.7M 184,454 -4,120 -2%
Wells Fargo
9
Wells Fargo
California
$4.32M 169,572 -949 -0.6%
RJA
10
Raymond James & Associates
Florida
$3.78M 148,390 +111,517 +302%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.61M 141,838 +815 +0.6%
CIM
12
Confluence Investment Management
Missouri
$3.52M 138,074 -59,713 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.29M 129,033 +28,419 +28%
NA
14
NewEdge Advisors
Louisiana
$2.68M 105,356 +57,256 +119%
LIM
15
Leavell Investment Management
Alabama
$1.91M 74,800 +38,000 +103%
PAG
16
Private Advisor Group
New Jersey
$1.73M 67,799 +13,796 +26%
CTC
17
Central Trust Company
Missouri
$1.6M 63,000 +7,000 +13%
LPL Financial
18
LPL Financial
California
$1.5M 58,971 +12,081 +26%
IA
19
IFG Advisory
Georgia
$1.47M 59,167 -1,984 -3%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M 55,537 +484 +0.9%
LNC
21
Lincoln National Corp
Pennsylvania
$1.38M 54,119 -7,008 -11%
CIC
22
Carnegie Investment Counsel
Ohio
$1.37M 53,764 – –
SCA
23
Stonebridge Capital Advisors
Minnesota
$1.19M 46,700 +9,069 +24%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.18M 46,261 +35,256 +320%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$1.09M 42,810 +1,975 +5%
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