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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$8.54M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
Jane Street
3
Jane Street
New York
$2.35M
4
Wells Fargo
4
Wells Fargo
California
$19.5M
5
RFC
5
Regions Financial Corp
Alabama
$4.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.57M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.27M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$0
4
PWM
4
Paulson Wealth Management
Illinois
$219K
5
PAG
5
Private Advisor Group
New Jersey
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.1M 813,451 +110,851 +16%
Wells Fargo
2
Wells Fargo
California
$19.5M 753,250 +78,603 +12%
US Bancorp
3
US Bancorp
Minnesota
$16.7M 644,223 +25,465 +4%
Morgan Stanley
4
Morgan Stanley
New York
$16.1M 619,395 +66,658 +12%
LIM
5
Leavell Investment Management
Alabama
$10.3M 397,241 -6,535 -2%
GA
6
Gateway Advisory
New Jersey
$8.54M 329,411 +139,140 +73%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$8.26M 318,548 +19,389 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.09M 312,259 +6,429 +2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$7.83M 302,155 +31,009 +11%
UBS Group
10
UBS Group
Switzerland
$7.18M 277,056 +5,381 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.31M 204,896 +447 +0.2%
Mariner
12
Mariner
Kansas
$5.21M 200,830 +15,146 +8%
LPL Financial
13
LPL Financial
California
$5.16M 199,035 +8,655 +5%
PWM
14
Praetorian Wealth Management
California
$4.71M 181,755 +4,651 +3%
UCFA
15
United Capital Financial Advisors
Texas
$4.32M 166,609 -796 -0.5%
CIM
16
Confluence Investment Management
Missouri
$4.22M 162,987 +4,579 +3%
RFC
17
Regions Financial Corp
Alabama
$4.1M 158,246 +73,066 +86%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.7M 142,895 -1,083 -0.8%
Truist Financial
19
Truist Financial
North Carolina
$3.58M 138,297 +11,463 +9%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.57M 137,931 -178,282 -56%
SCG
21
Sonata Capital Group
Washington
$3.21M 123,645 +10,380 +9%
Ameriprise
22
Ameriprise
Minnesota
$3.19M 122,944 +443 +0.4%
ANTB
23
AMG National Trust Bank
Colorado
$3.03M 116,897 – –
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.94M 113,392 +5,251 +5%
PAG
25
Private Advisor Group
New Jersey
$2.94M 113,349 -18,170 -14%
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