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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$16.2M
2
Bank of America
2
Bank of America
North Carolina
$34.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$15.1M
5
RFC
5
Regions Financial Corp
Alabama
$10.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.79M
2
EWA
2
EP Wealth Advisors
California
$551K
3
Jane Street
3
Jane Street
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.59M
5
CA
5
CGN Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.4M 1,348,608 +475,394 +54%
Wells Fargo
2
Wells Fargo
California
$20.3M 795,093 +28,753 +4%
US Bancorp
3
US Bancorp
Minnesota
$18.9M 740,865 +123,776 +20%
NA
4
NewEdge Advisors
Louisiana
$16.2M 635,029 +606,702 +2,142%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16M 626,389 +291,487 +87%
Morgan Stanley
6
Morgan Stanley
New York
$15.7M 613,815 +113,667 +23%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$15.1M 593,013 +270,157 +84%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.4M 484,506 +92,977 +24%
LIM
9
Leavell Investment Management
Alabama
$11M 430,683 +43,792 +11%
RFC
10
Regions Financial Corp
Alabama
$10.4M 407,157 +258,451 +174%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$9.93M 389,558 +11,253 +3%
GA
12
Gateway Advisory
New Jersey
$7.9M 309,702 -8,208 -3%
LPL Financial
13
LPL Financial
California
$6.8M 266,541 +19,217 +8%
UBS Group
14
UBS Group
Switzerland
$6.33M 248,382 -4,894 -2%
Truist Financial
15
Truist Financial
North Carolina
$5.89M 230,906 +69,195 +43%
Mariner
16
Mariner
Kansas
$5.46M 214,217 +6,306 +3%
PWM
17
Praetorian Wealth Management
California
$5.35M 209,843 +6,527 +3%
Ameriprise
18
Ameriprise
Minnesota
$4.87M 191,173 +6,825 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.59M 180,036 -19,060 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.33M 169,781 +2,876 +2%
LPT
21
Legacy Private Trust
Wisconsin
$4.31M 168,826 +30,576 +22%
CIM
22
Confluence Investment Management
Missouri
$4.19M 164,295 +2,590 +2%
SPF
23
Steven Patrick Farmer
$4.19M 164,295 +164,295 New
PI
24
PFS Investments
Georgia
$4.11M 161,118 +161,118 New
UCFA
25
United Capital Financial Advisors
Texas
$3.83M 150,164 -9,076 -6%
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