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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSIWM
1
Paradigm Strategies in Wealth Management
Minnesota
$1.92M
2
Wells Fargo
2
Wells Fargo
California
$17.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.68M
4
Bank of America
4
Bank of America
North Carolina
$14.9M
5
US Bancorp
5
US Bancorp
Minnesota
$15.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
CDIA
2
Capital Directions Investment Advisors
Georgia
$0
3
PCH
3
PGIM Custom Harvest
New Jersey
$0
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17.3M 661,456 +69,634 +12%
US Bancorp
2
US Bancorp
Minnesota
$15.2M 582,503 +54,922 +10%
Bank of America
3
Bank of America
North Carolina
$14.9M 570,547 +55,047 +11%
Morgan Stanley
4
Morgan Stanley
New York
$14.1M 540,121 -38,843 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$12.9M 493,627 -7,725 -2%
LIM
6
Leavell Investment Management
Alabama
$9.44M 360,601 +31,500 +10%
UBS Group
7
UBS Group
Switzerland
$8.08M 308,609 +16,133 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.88M 263,103 +46,072 +21%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$6.61M 252,601 +39,361 +18%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$5.68M 216,899 +57,493 +36%
Mariner
11
Mariner
Kansas
$4.98M 190,163 +26,523 +16%
GA
12
Gateway Advisory
New Jersey
$4.93M 188,244 -6,650 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.71M 179,867 +14,770 +9%
UCFA
14
United Capital Financial Advisors
Texas
$4.37M 167,111 -4,893 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.12M 157,633 -11,880 -7%
LPL Financial
16
LPL Financial
California
$4.01M 153,113 +1,578 +1%
CIM
17
Confluence Investment Management
Missouri
$3.88M 148,286 +14,084 +10%
PWM
18
Praetorian Wealth Management
California
$3.79M 144,777 +10,181 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.32M 127,046 +13,431 +12%
ANTB
20
AMG National Trust Bank
Colorado
$3.12M 119,207 – –
Ameriprise
21
Ameriprise
Minnesota
$3.05M 116,554 +26,273 +29%
PAG
22
Private Advisor Group
New Jersey
$3.03M 115,976 -4,222 -4%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.88M 109,951 -6,331 -5%
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.76M 105,651 +3,649 +4%
CTC
25
Central Trust Company
Missouri
$2.72M 104,040 -1,240 -1%
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