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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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89 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

1% more funds holding

Funds holding: 88 → 89 (+1)

3% more capital invested

Capital invested by funds: $158M → $163M (+$5.37M)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.16M
2
Mariner
Mariner
Kansas
+$2.14M
3
PI
PFS Investments
Georgia
+$1.92M
4
UBS Group
UBS Group
Switzerland
+$1.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$3.05M
2
LNC
Lincoln National Corp
Pennsylvania
-$1.48M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
RJA
Raymond James & Associates
Florida
-$1.39M
5
UCFA
United Capital Financial Advisors
Texas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.75M +$174K +6,745 +11%
LF
27
LifeSteps Financial
California
$1.57M +$56.5K +2,188 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.56M +$1.57M +60,793 New
EC
29
Estate Counselors
Wisconsin
$1.56M +$1.57M +60,700 New
Stifel Financial
30
Stifel Financial
Missouri
$1.52M +$34.8K +1,347 +2%
CIC
31
Carnegie Investment Counsel
Ohio
$1.43M +$18.5K +715 +1%
APP
32
Avantax Planning Partners
Iowa
$1.22M +$90.8K +3,517 +8%
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$1.14M +$749K +29,010 +188%
Ameriprise
34
Ameriprise
Minnesota
$1.11M +$1.11M +43,133 New
PWM
35
Paulson Wealth Management
Illinois
$1.09M -$19.5K -754 -2%
REMPR
36
Roof Eidam Maycock Peralta (REMP)
California
$1.05M -$49.2K -1,905 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$993K +$645 +25 +0.1%
CIA
38
Covington Investment Advisors
Pennsylvania
$939K -$9.81K -380 -1%
NA
39
NewEdge Advisors
Louisiana
$905K -$3.05M -118,284 -77%
FPS
40
Fieldpoint Private Securities
Connecticut
$872K – – –
GPA
41
Guidance Point Advisors
Massachusetts
$837K +$1.32K +51 +0.2%
AWM
42
Altium Wealth Management
New York
$816K +$12.3K +477 +2%
CDIA
43
Capital Directions Investment Advisors
Georgia
$813K +$71.8K +2,780 +10%
SCG
44
Sonata Capital Group
Washington
$785K +$24.8K +960 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$768K +$157K +6,076 +25%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$737K -$660K -25,567 -47%
TF
47
TLWM Financial
Texas
$685K – – –
RCAG
48
Rehmann Capital Advisory Group
Michigan
$675K +$679K +26,304 New
LF
49
Lee Financial
Texas
$667K – – –
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$627K +$119K +4,613 +23%
1
2
3 4

IBML Hedge Fund Activity: Q1 2020 in Review

89 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2020, worth a combined $163M — up 3.4% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBML positions and 7 closed out — a net gain of 5 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.16M. The largest seller was NewEdge Advisors, cutting an estimated $3.05M.

  • 89 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $163M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2020, up 3.4% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2020 and 7 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $4.16M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2020 was NewEdge Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2020.