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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79 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$5.1M
2
Bank of America
2
Bank of America
North Carolina
$11.5M
3
GWA
3
Guidant Wealth Advisors
Illinois
$2.59M
4
Wells Fargo
4
Wells Fargo
California
$7.02M
5
LIM
5
Leavell Investment Management
Alabama
$3.69M

Top Sellers

1
RCAG
1
Rehmann Capital Advisory Group
Michigan
$0
2
UBS Group
2
UBS Group
Switzerland
$8.88M
3
RJA
3
Raymond James & Associates
Florida
$3.15M
4
ADL
4
Asset Dedication LLC
California
$274K
5
BCM
5
Bienville Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.5M 446,149 +151,610 +51%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.4M 443,880 +10,268 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.6M 412,272 +49,109 +14%
UBS Group
4
UBS Group
Switzerland
$8.88M 344,883 -23,484 -6%
Wells Fargo
5
Wells Fargo
California
$7.02M 272,322 +76,719 +39%
UCFA
6
United Capital Financial Advisors
Texas
$6.39M 248,209 +35,337 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.38M 247,811 +33,761 +16%
US Bancorp
8
US Bancorp
Minnesota
$5.86M 227,619 +7,416 +3%
SEIA
9
Signature Estate & Investment Advisors
California
$5.7M 221,088 -2,095 -0.9%
GA
10
Gateway Advisory
New Jersey
$5.1M 197,828 +197,828 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.99M 155,039 -637 -0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.75M 145,406 +6,564 +5%
LIM
13
Leavell Investment Management
Alabama
$3.69M 143,145 +62,000 +76%
CIM
14
Confluence Investment Management
Missouri
$3.4M 132,029 -3,845 -3%
NA
15
NewEdge Advisors
Louisiana
$3.35M 130,004 -2,222 -2%
RJA
16
Raymond James & Associates
Florida
$3.15M 122,071 -22,608 -16%
ANTB
17
AMG National Trust Bank
Colorado
$2.65M 102,728 +53,756 +110%
GWA
18
Guidant Wealth Advisors
Illinois
$2.59M 100,342 +99,357 +10,087%
LPL Financial
19
LPL Financial
California
$2.47M 95,919 +14,365 +18%
PAG
20
Private Advisor Group
New Jersey
$2.17M 84,020 +3,953 +5%
CTC
21
Central Trust Company
Missouri
$2M 77,600 +13,600 +21%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M 74,944 +3,959 +6%
SCA
23
Stonebridge Capital Advisors
Minnesota
$1.89M 73,182 +16,403 +29%
RFC
24
Regions Financial Corp
Alabama
$1.54M 59,719 +11,927 +25%
Mariner
25
Mariner
Kansas
$1.53M 59,291 +18,799 +46%
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