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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95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$11.3M
2
LIM
2
Leavell Investment Management
Alabama
$6.7M
3
Wells Fargo
3
Wells Fargo
California
$9.22M
4
LPT
4
Legacy Private Trust
Wisconsin
$881K
5
FNC
5
First National Corp
Massachusetts
$684K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.02M
2
EWA
2
EP Wealth Advisors
California
$2.29M
3
UBS Group
3
UBS Group
Switzerland
$8.3M
4
LF
4
LifeSteps Financial
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$13M 494,520 -3,530 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M 474,478 +11,940 +3%
Bank of America
3
Bank of America
North Carolina
$12M 458,341 +11,233 +3%
US Bancorp
4
US Bancorp
Minnesota
$11.3M 429,443 +190,937 +80%
Wells Fargo
5
Wells Fargo
California
$9.22M 351,405 +96,293 +38%
UBS Group
6
UBS Group
Switzerland
$8.3M 316,193 -88,782 -22%
LIM
7
Leavell Investment Management
Alabama
$6.7M 255,185 +98,165 +63%
GA
8
Gateway Advisory
New Jersey
$4.94M 188,420 -20,363 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.82M 183,669 -16,187 -8%
UCFA
10
United Capital Financial Advisors
Texas
$4.72M 179,865 -14,404 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.1M 156,345 -5,639 -3%
Mariner
12
Mariner
Kansas
$4.1M 156,257 +2,623 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.06M 154,637 +2,256 +1%
CIM
14
Confluence Investment Management
Missouri
$3.6M 137,368 -3,650 -3%
LPL Financial
15
LPL Financial
California
$3.47M 132,067 +10,646 +9%
ANTB
16
AMG National Trust Bank
Colorado
$3.13M 119,207 – –
PWM
17
Praetorian Wealth Management
California
$3.13M 119,102 +119,102 New
CTC
18
Central Trust Company
Missouri
$2.65M 100,865 +15,215 +18%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.41M 91,794 +2,279 +3%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M 87,918 +87,918 New
EWA
21
EP Wealth Advisors
California
– – -102,892 Closed
PAG
22
Private Advisor Group
New Jersey
$2.17M 82,515 -14,804 -15%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$2.14M 81,597 +13,423 +20%
RFC
24
Regions Financial Corp
Alabama
$2.03M 77,438 +356 +0.5%
Jane Street
25
Jane Street
New York
$2.02M 76,880 -292,873 -79%
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