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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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57 hedge funds and large institutions have $79.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

54% more capital invested

Capital invested by funds: $51.9M → $79.9M (+$28M)

6% more funds holding

Funds holding: 54 → 57 (+3)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$4.93M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.72M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.19M
4
CIM
Confluence Investment Management
Missouri
+$3.25M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
ADL
Asset Dedication LLC
California
-$1.37M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$460K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$323K
4
VA
Valmark Advisers
Ohio
-$306K
5
LFAS
Level Four Advisory Services
Texas
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
26
Asset Dedication LLC
California
$670K -$1.37M -54,854 -67%
LF
27
Lee Financial
Texas
$646K – – –
NA
28
NewEdge Advisors
Louisiana
$609K +$31.2K +1,249 +5%
AFP
29
Ausdal Financial Partners
Iowa
$605K +$1.47K +59 +0.2%
AWM
30
Altium Wealth Management
New York
$604K +$213K +8,545 +54%
MA
31
MCF Advisors
Kentucky
$595K +$52K +2,080 +10%
Stifel Financial
32
Stifel Financial
Missouri
$565K +$32.2K +1,288 +6%
WI
33
WrapManager Inc
California
$556K – – –
EPP
34
ETF Portfolio Partners
Kansas
$508K +$511K +20,455 New
PAG
35
Private Advisor Group
New Jersey
$444K +$28.7K +1,147 +7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$443K +$260K +10,412 +141%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$400K +$247K +9,875 +159%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$278K +$12.1K +486 +5%
PWM
39
Paulson Wealth Management
Illinois
$275K +$18.9K +755 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$258K +$260K +10,406 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$247K +$249K +9,957 New
SSB
42
Sandy Spring Bank
Maryland
$244K +$118K +4,740 +93%
Mariner
43
Mariner
Kansas
$223K +$224K +8,980 New
AIP
44
Ameritas Investment Partners
Nebraska
$205K +$13.7K +550 +7%
JP Morgan Chase
45
JP Morgan Chase
New York
$156K +$1.87K +75 +1%
OIA
46
OneDigital Investment Advisors
Kansas
$150K – – –
SWP
47
Stratos Wealth Partners
Ohio
$149K +$150K +6,000 New
GEA
48
Glen Eagle Advisors
New Jersey
$124K +$50K +2,000 +67%
RFC
49
Regions Financial Corp
Alabama
$107K +$5K +200 +5%
1IA
50
1834 Investment Advisors
Wisconsin
$89K – – –
1
2
3

IBML Hedge Fund Activity: Q3 2018 in Review

57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2018, worth a combined $79.9M — up 54% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBML positions and 5 closed out — a net gain of 3 holders — while 35 added to existing stakes and 5 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $4.93M. The largest seller was Asset Dedication LLC, cutting an estimated $1.37M.

  • 57 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2018, up from 54 in Q2 2018.
  • Funds reported $79.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2018, up 54% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2018 and 5 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2018 was United Capital Financial Advisors, an estimated $4.93M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2018 was Asset Dedication LLC, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2018.