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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72 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
42
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.34M
2
RFC
2
Regions Financial Corp
Alabama
$1.23M
3
ANTB
3
AMG National Trust Bank
Colorado
$1.26M
4
CDIA
4
Capital Directions Investment Advisors
Georgia
$744K
5
UCFA
5
United Capital Financial Advisors
Texas
$5.48M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.74M
2
IA
2
IFG Advisory
Georgia
$0
3
Jane Street
3
Jane Street
New York
$0
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$11.2M 433,612 +3,327 +0.8%
UBS Group
2
UBS Group
Switzerland
$9.48M 368,367 -11,032 -3%
Morgan Stanley
3
Morgan Stanley
New York
$9.34M 363,163 +53,152 +17%
Bank of America
4
Bank of America
North Carolina
$7.58M 294,539 +19,923 +7%
SEIA
5
Signature Estate & Investment Advisors
California
$5.74M 223,183 -207,885 -48%
US Bancorp
6
US Bancorp
Minnesota
$5.67M 220,203 +10,860 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.51M 214,050 +22,757 +12%
UCFA
8
United Capital Financial Advisors
Texas
$5.48M 212,872 +28,418 +15%
Wells Fargo
9
Wells Fargo
California
$5.03M 195,603 +26,031 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.01M 155,676 +13,838 +10%
RJA
11
Raymond James & Associates
Florida
$3.72M 144,679 -3,711 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.57M 138,842 +9,809 +8%
CIM
13
Confluence Investment Management
Missouri
$3.5M 135,874 -2,200 -2%
NA
14
NewEdge Advisors
Louisiana
$3.4M 132,226 +26,870 +26%
LPL Financial
15
LPL Financial
California
$2.1M 81,554 +22,583 +38%
LIM
16
Leavell Investment Management
Alabama
$2.09M 81,145 +6,345 +8%
PAG
17
Private Advisor Group
New Jersey
$2.06M 80,067 +12,268 +18%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.83M 70,985 +15,448 +28%
CTC
19
Central Trust Company
Missouri
$1.65M 64,000 +1,000 +2%
LNC
20
Lincoln National Corp
Pennsylvania
$1.46M 56,873 +2,754 +5%
SCA
21
Stonebridge Capital Advisors
Minnesota
$1.46M 56,779 +10,079 +22%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.43M 55,448 +17,472 +46%
CIC
23
Carnegie Investment Counsel
Ohio
$1.41M 54,964 +1,200 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.27M 49,460 +3,199 +7%
ANTB
25
AMG National Trust Bank
Colorado
$1.26M 48,972 +41,083 +521%
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