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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88 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
15
Closed
5
Calls
$177K
Puts
–
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.38M
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$1.82M
3
EWA
3
EP Wealth Advisors
California
$1.72M
4
LF
4
LifeSteps Financial
California
$1.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$0
2
MA
2
MCF Advisors
Kentucky
$111K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$999K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.4M 478,934 +32,785 +7%
HighTower Advisors
2
HighTower Advisors
Illinois
$12.3M 474,517 +30,637 +7%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M 453,111 +40,839 +10%
UBS Group
4
UBS Group
Switzerland
$8.55M 330,959 -13,924 -4%
Wells Fargo
5
Wells Fargo
California
$8.06M 312,032 +39,710 +15%
UCFA
6
United Capital Financial Advisors
Texas
$6.33M 245,228 -2,981 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.03M 233,697 -14,114 -6%
US Bancorp
8
US Bancorp
Minnesota
$5.92M 229,169 +1,550 +0.7%
Jane Street
9
Jane Street
New York
$5.38M 208,390 +208,390 New
GA
10
Gateway Advisory
New Jersey
$5.35M 207,198 +9,370 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.1M 158,710 +3,671 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.09M 158,517 +13,111 +9%
NA
13
NewEdge Advisors
Louisiana
$3.96M 153,560 +23,556 +18%
LIM
14
Leavell Investment Management
Alabama
$3.74M 144,645 +1,500 +1%
CIM
15
Confluence Investment Management
Missouri
$3.5M 135,874 +3,845 +3%
RJA
16
Raymond James & Associates
Florida
$3.28M 127,069 +4,998 +4%
ANTB
17
AMG National Trust Bank
Colorado
$3.08M 119,207 +16,479 +16%
LPL Financial
18
LPL Financial
California
$2.8M 108,540 +12,621 +13%
CTC
19
Central Trust Company
Missouri
$2.29M 88,700 +11,100 +14%
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.16M 83,653 +10,471 +14%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M 76,578 +1,634 +2%
PAG
22
Private Advisor Group
New Jersey
$1.97M 76,442 -7,578 -9%
RFC
23
Regions Financial Corp
Alabama
$1.97M 76,422 +16,703 +28%
Mariner
24
Mariner
Kansas
$1.83M 70,900 +11,609 +20%
SPA
25
Sentinel Pension Advisors
Massachusetts
$1.82M 70,501 +70,501 New
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