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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99 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
55
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
US Bancorp
3
US Bancorp
Minnesota
$13.9M
4
EWA
4
EP Wealth Advisors
California
$2.3M
5
PI
5
PFS Investments
Georgia
$3.19M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$433K
3
UBS Group
3
UBS Group
Switzerland
$7.73M
4
GPA
4
Guidance Point Advisors
Massachusetts
$488K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
1
US Bancorp
Minnesota
$13.9M 528,862 +99,419 +23%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M 521,168 +46,690 +10%
HighTower Advisors
3
HighTower Advisors
Illinois
$13M 496,217 +1,697 +0.3%
Bank of America
4
Bank of America
North Carolina
$12.6M 479,194 +20,853 +5%
Wells Fargo
5
Wells Fargo
California
$12.2M 463,808 +112,403 +32%
UBS Group
6
UBS Group
Switzerland
$7.73M 294,133 -22,060 -7%
LIM
7
Leavell Investment Management
Alabama
$7.59M 288,951 +33,766 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.11M 194,505 +10,836 +6%
GA
9
Gateway Advisory
New Jersey
$5.03M 191,477 +3,057 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.87M 185,216 +30,579 +20%
UCFA
11
United Capital Financial Advisors
Texas
$4.68M 177,987 -1,878 -1%
Mariner
12
Mariner
Kansas
$4.23M 161,122 +4,865 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.05M 154,047 -2,298 -1%
LPL Financial
14
LPL Financial
California
$3.79M 144,060 +11,993 +9%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M 142,693 +112,801 +377%
CIM
16
Confluence Investment Management
Missouri
$3.56M 135,563 -1,805 -1%
PWM
17
Praetorian Wealth Management
California
$3.33M 126,548 +7,446 +6%
PI
18
PFS Investments
Georgia
$3.19M 121,406 +60,675 +100%
ANTB
19
AMG National Trust Bank
Colorado
$3.13M 119,207 – –
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.1M 117,947 +36,350 +45%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3M 114,076 +26,158 +30%
CTC
22
Central Trust Company
Missouri
$2.66M 101,065 +200 +0.2%
PAG
23
Private Advisor Group
New Jersey
$2.52M 95,998 +13,483 +16%
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.5M 94,988 +3,194 +3%
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.4M 91,235 +14,525 +19%
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