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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

IBML was delisted on the 1st of December, 2023.

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44 hedge funds and large institutions have $41.5M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

95% more capital invested

Capital invested by funds: $21.3M → $41.5M (+$20.2M)

47% more funds holding

Funds holding: 30 → 44 (+14)

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$5.02M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.54M
3
Jane Street
Jane Street
New York
+$2.5M
4
Morgan Stanley
Morgan Stanley
New York
+$2.23M
5
Bank of America
Bank of America
North Carolina
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
VCM
Vigilant Capital Management
Maine
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$988K
3
LNC
Lincoln National Corp
Pennsylvania
-$460K
4
FAAS
First Allied Advisory Services
California
-$88K
5
JP Morgan Chase
JP Morgan Chase
New York
-$32K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$296K +$75K +3,000 +34%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$279K +$281K +11,219 New
VA
28
Valmark Advisers
Ohio
$274K +$275K +10,989 New
PWM
29
Paulson Wealth Management
Illinois
$258K +$90.4K +3,613 +53%
NA
30
NewEdge Advisors
Louisiana
$235K +$236K +9,442 New
SSWM
31
Sheets Smith Wealth Management
North Carolina
$224K – – –
PAG
32
Private Advisor Group
New Jersey
$206K +$8.45K +338 +4%
VF
33
Virtu Financial
New York
$205K +$206K +8,231 New
JP Morgan Chase
34
JP Morgan Chase
New York
$154K -$32K -1,280 -17%
AIP
35
Ameritas Investment Partners
Nebraska
$131K +$52.5K +2,100 +66%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$105K +$106K +4,228 New
SWP
37
Stratos Wealth Partners
Ohio
$100K +$100K +4,000 New
1IA
38
1834 Investment Advisors
Wisconsin
$75K – – –
RFC
39
Regions Financial Corp
Alabama
$55K +$5.03K +201 +10%
FFW
40
Fusion Family Wealth
New York
$31K – – –
AF
41
Advisornet Financial
Minnesota
$15K +$15K +600 New
GEA
42
Glen Eagle Advisors
New Jersey
$12.4K +$12.5K +500 New
SEI Investments
43
SEI Investments
Pennsylvania
$11K – – –
BlackRock
44
BlackRock
New York
$3K +$625 +25 +23%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$988K -39,193 Closed
FAAS
46
First Allied Advisory Services
California
– -$88K -3,500 Closed
1
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IBML Hedge Fund Activity: Q1 2018 in Review

44 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2018, worth a combined $41.5M — up 95% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBML positions and 2 closed out — a net gain of 14 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $5.02M. The largest seller was Vigilant Capital Management, cutting an estimated $1.04M.

  • 44 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2018, up from 30 in Q4 2017.
  • Funds reported $41.5M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2018, up 95% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2018 and 2 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2018 was HighTower Advisors, an estimated $5.02M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2018 was Vigilant Capital Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2018.