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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166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
SFA
2
Source Financial Advisors
New York
$2.1M
3
BPA
3
Beacon Pointe Advisors
California
$1.8M
4
AM
4
Atwater Malick
Pennsylvania
$826K
5
AFP
5
Alpha Financial Partners
Kentucky
$490K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$5.97M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.95M
3
Jane Street
3
Jane Street
New York
$7.43M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.1M 1,887,538 -141,048 -7%
Wells Fargo
2
Wells Fargo
California
$27.3M 1,072,414 -24,680 -2%
Morgan Stanley
3
Morgan Stanley
New York
$24.7M 967,626 +162,352 +20%
US Bancorp
4
US Bancorp
Minnesota
$15.4M 603,073 -97,830 -14%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.2M 518,429 +943 +0.2%
NA
6
NewEdge Advisors
Louisiana
$11.1M 435,858 -5,045 -1%
LPL Financial
7
LPL Financial
California
$10.8M 423,176 -1,814 -0.4%
LIM
8
Leavell Investment Management
Alabama
$9.63M 377,889 -47,550 -11%
GT
9
Glenview Trust
Kentucky
$8.87M 348,124 -1,771 -0.5%
UBS Group
10
UBS Group
Switzerland
$8.41M 330,115 -51,088 -13%
Jane Street
11
Jane Street
New York
$7.43M 291,361 -397,728 -58%
RFC
12
Regions Financial Corp
Alabama
$7.33M 287,384 +10,134 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.25M 245,247 -8,923 -4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$5.97M 234,144 -600,943 -72%
Truist Financial
15
Truist Financial
North Carolina
$5.85M 229,354 -7,458 -3%
RCA
16
Resonant Capital Advisors
Wisconsin
$5.59M 219,399 -3,530 -2%
RJA
17
Raymond James & Associates
Florida
$5.15M 202,235 -2,741 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.95M 194,205 -599,804 -76%
CIA
19
Covington Investment Advisors
Pennsylvania
$4.82M 189,021 +5,300 +3%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.6M 180,268 +9,877 +6%
CWP
21
Cyndeo Wealth Partners
Florida
$4.44M 174,056 -11,512 -6%
Mariner
22
Mariner
Kansas
$4.42M 173,534 -10,729 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.22M 165,352 -87,081 -34%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.94M 154,525 -11,424 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.8M 149,179 -6,795 -4%
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