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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.46M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M
4
ACM
4
Azimuth Capital Management
Michigan
$1.59M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.2M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M
3
Jane Street
3
Jane Street
New York
$0
4
1IA
4
1834 Investment Advisors
Wisconsin
$31K
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.5M 591,822 +128,014 +28%
Morgan Stanley
2
Morgan Stanley
New York
$15.2M 578,964 +57,796 +11%
US Bancorp
3
US Bancorp
Minnesota
$13.8M 527,581 -1,281 -0.2%
Bank of America
4
Bank of America
North Carolina
$13.5M 515,500 +36,306 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.1M 501,352 +5,135 +1%
LIM
6
Leavell Investment Management
Alabama
$8.62M 329,101 +40,150 +14%
UBS Group
7
UBS Group
Switzerland
$7.66M 292,476 -1,657 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.68M 217,031 +22,526 +12%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M 213,240 +70,547 +49%
GA
10
Gateway Advisory
New Jersey
$5.1M 194,894 +3,417 +2%
UCFA
11
United Capital Financial Advisors
Texas
$4.51M 172,004 -5,983 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.44M 169,513 +15,466 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.32M 165,097 -20,119 -11%
Mariner
14
Mariner
Kansas
$4.29M 163,640 +2,518 +2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$4.17M 159,406 +41,459 +35%
LPL Financial
16
LPL Financial
California
$3.97M 151,535 +7,475 +5%
PWM
17
Praetorian Wealth Management
California
$3.52M 134,596 +8,048 +6%
CIM
18
Confluence Investment Management
Missouri
$3.51M 134,202 -1,361 -1%
PAG
19
Private Advisor Group
New Jersey
$3.15M 120,198 +24,200 +25%
ANTB
20
AMG National Trust Bank
Colorado
$3.12M 119,207 – –
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.05M 116,282 +2,206 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.98M 113,615 +25,732 +29%
CTC
23
Central Trust Company
Missouri
$2.76M 105,280 +4,215 +4%
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.67M 102,002 +7,014 +7%
CIAS
25
CFS Investment Advisory Services
New Jersey
$2.46M 93,884 +93,884 New
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