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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

54 hedge funds and large institutions have $51.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

25% more capital invested

Capital invested by funds: $41.5M → $51.9M (+$10.4M)

23% more funds holding

Funds holding: 4454 (+10)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MCF Advisors
Kentucky
$546K +$544K +21,880 New
Stifel Financial
27
Stifel Financial
Missouri
$536K +$34.4K +1,382 +7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$520K
PAG
29
Private Advisor Group
New Jersey
$417K +$210K +8,450 +102%
AWM
30
Altium Wealth Management
New York
$393K -$56.5K -2,273 -13%
SCA
31
Stonebridge Capital Advisors
Minnesota
$384K +$383K +15,396 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$323K -$584K -23,489 -64%
VA
33
Valmark Advisers
Ohio
$306K +$32K +1,288 +12%
LFAS
34
Level Four Advisory Services
Texas
$297K
VF
35
Virtu Financial
New York
$289K +$83.1K +3,343 +41%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$267K -$12.6K -506 -5%
PWM
37
Paulson Wealth Management
Illinois
$260K +$1.02K +41 +0.4%
LIM
38
Leavell Investment Management
Alabama
$250K +$249K +10,000 New
AIP
39
Ameritas Investment Partners
Nebraska
$192K +$60.3K +2,425 +46%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$185K +$79K +3,177 +75%
JP Morgan Chase
41
JP Morgan Chase
New York
$155K +$497 +20 +0.3%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$155K +$154K +6,210 New
OIA
43
OneDigital Investment Advisors
Kansas
$150K +$150K +6,038 New
SSB
44
Sandy Spring Bank
Maryland
$126K +$126K +5,070 New
RFC
45
Regions Financial Corp
Alabama
$103K +$47.2K +1,900 +86%
1IA
46
1834 Investment Advisors
Wisconsin
$90K +$14.9K +600 +20%
VCM
47
Vigilant Capital Management
Maine
$82K -$246K -9,896 -75%
GEA
48
Glen Eagle Advisors
New Jersey
$74.8K +$62.1K +2,500 +500%
AG
49
Advisor Group
Arizona
$46K +$45.4K +1,827 New
FFW
50
Fusion Family Wealth
New York
$31K

IBML Hedge Fund Activity: Q2 2018 in Review

54 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2018, worth a combined $51.9M — up 25% from $41.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBML positions and 2 closed out — a net gain of 10 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $1.49M. The largest seller was Jane Street, cutting an estimated $1.76M.

  • 54 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $51.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2018, up 25% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2018 and 2 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2018 was IFG Advisory, an estimated $1.49M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2018 was Jane Street, an estimated $1.76M sold.

Based on aggregated 13F filings for Q2 2018.