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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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72 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

26% more funds holding

Funds holding: 57 → 72 (+15)

16% more capital invested

Capital invested by funds: $79.9M → $92.9M (+$13.1M)

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.76M
2
US Bancorp
US Bancorp
Minnesota
+$1.24M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.12M
4
Jane Street
Jane Street
New York
+$928K
5
PAG
Private Advisor Group
New Jersey
+$896K

Top Sellers

Rank Fund Capital Flow
1
CIC
Carnegie Investment Counsel
Ohio
-$1.18M
2
BA
Boston Advisors
Massachusetts
-$723K
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$400K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$311K
5
AFP
Ausdal Financial Partners
Iowa
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
26
Fieldpoint Private Securities
Connecticut
$854K – – –
PWM
27
Paulson Wealth Management
Illinois
$804K +$513K +20,673 +185%
CDIA
28
Capital Directions Investment Advisors
Georgia
$726K +$718K +28,918 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$715K +$264K +10,641 +60%
ADL
30
Asset Dedication LLC
California
$685K +$7.54K +304 +1%
LF
31
Lee Financial
Texas
$653K – – –
GPA
32
Guidance Point Advisors
Massachusetts
$640K +$633K +25,513 New
Stifel Financial
33
Stifel Financial
Missouri
$631K +$57.7K +2,325 +10%
CIA
34
Covington Investment Advisors
Pennsylvania
$611K +$604K +24,325 New
MA
35
MCF Advisors
Kentucky
$605K +$2.85K +115 +0.5%
CBFP
36
Cedar Brook Financial Partners
Ohio
$600K +$593K +23,900 New
WI
37
WrapManager Inc
California
$596K +$33.5K +1,350 +6%
AWM
38
Altium Wealth Management
New York
$519K -$90.1K -3,633 -15%
EPP
39
ETF Portfolio Partners
Kansas
$514K – – –
TF
40
TLWM Financial
Texas
$407K +$402K +16,220 New
GIA
41
Gladstone Institutional Advisory
Florida
$395K +$390K +15,714 New
VCM
42
Vivaldi Capital Management
Illinois
$395K +$391K +15,747 New
Mariner
43
Mariner
Kansas
$381K +$154K +6,207 +69%
BA
44
Boston Advisors
Massachusetts
$358K -$723K -29,136 -67%
AFP
45
Ausdal Financial Partners
Iowa
$348K -$261K -10,501 -43%
KA
46
Klingman & Associates
New York
$298K +$294K +11,861 New
FTUS
47
Flow Traders U.S.
New York
$284K +$281K +11,311 New
AIP
48
Ameritas Investment Partners
Nebraska
$279K +$70.7K +2,850 +34%
AIC
49
Ameritas Investment Company
Nebraska
$279K +$276K +11,125 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$276K +$14.9K +599 +6%
1
2
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IBML Hedge Fund Activity: Q4 2018 in Review

72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2018, worth a combined $92.9M — up 16% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 3 closed out — a net gain of 15 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.76M. The largest seller was Carnegie Investment Counsel, cutting an estimated $1.18M.

  • 72 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2018, up from 57 in Q3 2018.
  • Funds reported $92.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2018 and 3 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2018 was UBS Group, an estimated $3.76M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2018 was Carnegie Investment Counsel, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2018.