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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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74 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $92.9M → $117M (+$23.9M)

3% more funds holding

Funds holding: 72 → 74 (+2)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
37
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$10.9M
2
RJA
Raymond James & Associates
Florida
+$2.82M
3
UBS Group
UBS Group
Switzerland
+$2.21M
4
Morgan Stanley
Morgan Stanley
New York
+$1.79M
5
NA
NewEdge Advisors
Louisiana
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$1.51M
2
Jane Street
Jane Street
New York
-$1.26M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$916K
4
CDIA
Capital Directions Investment Advisors
Georgia
-$726K
5
FTUS
Flow Traders U.S.
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$1.02M +$104K +4,129 +11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$967K +$241K +9,518 +33%
Stifel Financial
28
Stifel Financial
Missouri
$935K +$297K +11,756 +47%
Jane Street
29
Jane Street
New York
$911K -$1.26M -49,992 -58%
AWM
30
Altium Wealth Management
New York
$874K +$345K +13,640 +66%
FPS
31
Fieldpoint Private Securities
Connecticut
$866K – – –
PWM
32
Paulson Wealth Management
Illinois
$839K +$27.8K +1,099 +3%
ADL
33
Asset Dedication LLC
California
$784K +$88.7K +3,505 +13%
Mariner
34
Mariner
Kansas
$752K +$363K +14,333 +94%
CIA
35
Covington Investment Advisors
Pennsylvania
$726K +$106K +4,200 +17%
GPA
36
Guidance Point Advisors
Massachusetts
$701K +$51K +2,016 +8%
LF
37
Lee Financial
Texas
$662K – – –
MA
38
MCF Advisors
Kentucky
$615K +$1.54K +61 +0.3%
CBFP
39
Cedar Brook Financial Partners
Ohio
$609K +$506 +20 +0.1%
WI
40
WrapManager Inc
California
$573K -$31K -1,225 -5%
EPP
41
ETF Portfolio Partners
Kansas
$521K – – –
RCAG
42
Rehmann Capital Advisory Group
Michigan
$507K +$504K +19,900 New
TF
43
TLWM Financial
Texas
$413K – – –
GIA
44
Gladstone Institutional Advisory
Florida
$409K +$8.5K +336 +2%
AFP
45
Ausdal Financial Partners
Iowa
$364K +$10.9K +431 +3%
BA
46
Boston Advisors
Massachusetts
$362K -$633 -25 -0.2%
BCA
47
Bay Colony Advisors
Massachusetts
$345K +$342K +13,532 New
VCM
48
Vivaldi Capital Management
Illinois
$334K -$66.6K -2,633 -17%
KA
49
Klingman & Associates
New York
$333K +$31.3K +1,235 +10%
BCM
50
Bienville Capital Management
New York
$306K +$304K +12,000 New
1
2
3 4

IBML Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2019, worth a combined $117M — up 26% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBML positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $10.9M. The largest seller was Confluence Investment Management, cutting an estimated $1.51M.

  • 74 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2019, up from 72 in Q4 2018.
  • Funds reported $117M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2019 was Signature Estate & Investment Advisors, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2019 was Confluence Investment Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2019.