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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 $121M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

4% more capital invested

Capital invested by funds: $117M → $121M (+$4.41M)

3% less funds holding

Funds holding: 74 → 72 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
42
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.36M
2
RFC
Regions Financial Corp
Alabama
+$1.1M
3
ANTB
AMG National Trust Bank
Colorado
+$1.05M
4
CDIA
Capital Directions Investment Advisors
Georgia
+$738K
5
UCFA
United Capital Financial Advisors
Texas
+$725K

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.3M
2
IA
IFG Advisory
Georgia
-$1.47M
3
Jane Street
Jane Street
New York
-$911K
4
VCM
Vivaldi Capital Management
Illinois
-$334K
5
UBS Group
UBS Group
Switzerland
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$1.23M +$1.1M +42,965 +890%
APP
27
Avantax Planning Partners
Iowa
$1.18M +$143K +5,619 +14%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.1M – – –
PWM
29
Paulson Wealth Management
Illinois
$1.09M +$240K +9,404 +29%
Mariner
30
Mariner
Kansas
$1.04M +$280K +10,972 +37%
Stifel Financial
31
Stifel Financial
Missouri
$980K +$30.3K +1,186 +3%
AWM
32
Altium Wealth Management
New York
$882K – – –
FPS
33
Fieldpoint Private Securities
Connecticut
$875K – – –
ADL
34
Asset Dedication LLC
California
$819K +$26.9K +1,056 +3%
CIA
35
Covington Investment Advisors
Pennsylvania
$762K +$27.8K +1,090 +4%
CDIA
36
Capital Directions Investment Advisors
Georgia
$744K +$738K +28,918 New
GPA
37
Guidance Point Advisors
Massachusetts
$709K +$1.71K +67 +0.2%
LF
38
Lee Financial
Texas
$669K – – –
RCAG
39
Rehmann Capital Advisory Group
Michigan
$625K +$112K +4,385 +22%
MA
40
MCF Advisors
Kentucky
$623K +$2.27K +89 +0.4%
CBFP
41
Cedar Brook Financial Partners
Ohio
$616K +$714 +28 +0.1%
WI
42
WrapManager Inc
California
$573K -$5.92K -232 -1%
EPP
43
ETF Portfolio Partners
Kansas
$526K – – –
TF
44
TLWM Financial
Texas
$417K – – –
AFP
45
Ausdal Financial Partners
Iowa
$387K +$16.8K +659 +5%
KA
46
Klingman & Associates
New York
$337K +$485 +19 +0.1%
AIP
47
Ameritas Investment Partners
Nebraska
$335K +$48.5K +1,900 +17%
SSB
48
Sandy Spring Bank
Maryland
$320K +$26.4K +1,035 +9%
GIA
49
Gladstone Institutional Advisory
Florida
$312K -$100K -3,925 -24%
BCM
50
Bienville Capital Management
New York
$309K – – –
1
2
3 4

IBML Hedge Fund Activity: Q2 2019 in Review

72 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2019, worth a combined $121M — up 3.8% from $117M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBML and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $1.36M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $5.3M.

  • 72 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2019, down from 74 in Q1 2019.
  • Funds reported $121M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.36M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2019 was Signature Estate & Investment Advisors, an estimated $5.3M sold.

Based on aggregated 13F filings for Q2 2019.