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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.95M
3
Truist Financial
3
Truist Financial
North Carolina
$3.3M
4
LIM
4
Leavell Investment Management
Alabama
$10.5M
5
AWM
5
Apollon Wealth Management
South Carolina
$893K

Top Sellers

1
SCA
1
Stonebridge Capital Advisors
Minnesota
$2.81M
2
Jane Street
2
Jane Street
New York
$0
3
RFC
3
Regions Financial Corp
Alabama
$2.22M
4
UBS Group
4
UBS Group
Switzerland
$7.06M
5
BPA
5
Beacon Pointe Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.3M 702,600 +75,729 +12%
Wells Fargo
2
Wells Fargo
California
$17.5M 674,647 +20,281 +3%
US Bancorp
3
US Bancorp
Minnesota
$16.1M 618,758 -10,858 -2%
Morgan Stanley
4
Morgan Stanley
New York
$14.4M 552,737 -591 -0.1%
LIM
5
Leavell Investment Management
Alabama
$10.5M 403,776 +43,175 +12%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.22M 316,213 -5,587 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.95M 305,830 +18,798 +7%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$7.78M 299,159 +24,322 +9%
UBS Group
9
UBS Group
Switzerland
$7.06M 271,675 -19,697 -7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$7.05M 271,146 +31,359 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.32M 204,449 +8,201 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.12M 196,841 -1,213 -0.6%
LPL Financial
13
LPL Financial
California
$4.95M 190,380 +30,771 +19%
GA
14
Gateway Advisory
New Jersey
$4.95M 190,271 +3,742 +2%
Mariner
15
Mariner
Kansas
$4.83M 185,684 +528 +0.3%
PWM
16
Praetorian Wealth Management
California
$4.61M 177,104 +7,869 +5%
UCFA
17
United Capital Financial Advisors
Texas
$4.35M 167,405 +3,880 +2%
CIM
18
Confluence Investment Management
Missouri
$4.12M 158,408 +4,394 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.74M 143,978 +5,898 +4%
PAG
20
Private Advisor Group
New Jersey
$3.42M 131,519 +17,507 +15%
Truist Financial
21
Truist Financial
North Carolina
$3.3M 126,834 +71,649 +130%
Ameriprise
22
Ameriprise
Minnesota
$3.19M 122,501 +9,281 +8%
ANTB
23
AMG National Trust Bank
Colorado
$3.04M 116,897 – –
SCG
24
Sonata Capital Group
Washington
$2.95M 113,265 +11,553 +11%
CTC
25
Central Trust Company
Missouri
$2.83M 108,800 +4,500 +4%
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