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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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88 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

11% more funds holding

Funds holding: 79 → 88 (+9)

9% more capital invested

Capital invested by funds: $145M → $158M (+$12.7M)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
15
Closed
5
Calls
$177K
Puts
–
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.38M
2
EWA
EP Wealth Advisors
California
+$1.72M
3
Morgan Stanley
Morgan Stanley
New York
+$1.05M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
Bank of America
Bank of America
North Carolina
+$846K

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.7M
2
MA
MCF Advisors
Kentucky
-$516K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$511K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$379K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$1.72M +$1.72M +66,602 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$1.59M +$559K +21,659 +54%
LF
28
LifeSteps Financial
California
$1.52M +$1.52M +58,964 New
Stifel Financial
29
Stifel Financial
Missouri
$1.5M +$667K +25,871 +81%
LNC
30
Lincoln National Corp
Pennsylvania
$1.48M +$3.61K +140 +0.2%
CIC
31
Carnegie Investment Counsel
Ohio
$1.42M +$124K +4,800 +10%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$58.3K +2,260 +4%
APP
33
Avantax Planning Partners
Iowa
$1.14M -$54.4K -2,108 -5%
PWM
34
Paulson Wealth Management
Illinois
$1.11M -$25.3K -979 -2%
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$1.1M – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$999K -$379K -14,689 -28%
CIA
37
Covington Investment Advisors
Pennsylvania
$955K +$191K +7,386 +25%
FPS
38
Fieldpoint Private Securities
Connecticut
$878K – – –
GPA
39
Guidance Point Advisors
Massachusetts
$841K +$128K +4,945 +18%
AWM
40
Altium Wealth Management
New York
$809K -$77K -2,985 -9%
SCG
41
Sonata Capital Group
Washington
$765K +$521K +20,183 +213%
CDIA
42
Capital Directions Investment Advisors
Georgia
$747K – – –
TF
43
TLWM Financial
Texas
$690K – – –
LF
44
Lee Financial
Texas
$671K – – –
CBFP
45
Cedar Brook Financial Partners
Ohio
$620K +$877 +34 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$616K +$4.51K +175 +0.7%
FTUS
47
Flow Traders U.S.
New York
$598K +$597K +23,141 New
EPP
48
ETF Portfolio Partners
Kansas
$528K – – –
WI
49
WrapManager Inc
California
$526K -$34.3K -1,331 -6%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$216K +8,355 +73%
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IBML Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2019, worth a combined $158M — up 8.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBML positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.38M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.7M sold.

  • 88 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $158M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2019 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $5.38M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2019 was Signature Estate & Investment Advisors, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2019.