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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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95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 89 → 95 (+6)

6% more capital invested

Capital invested by funds: $163M → $173M (+$9.65M)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$4.96M
2
LIM
Leavell Investment Management
Alabama
+$2.55M
3
Wells Fargo
Wells Fargo
California
+$2.5M
4
LPT
Legacy Private Trust
Wisconsin
+$872K
5
FNC
First National Corp
Massachusetts
+$677K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.61M
2
EWA
EP Wealth Advisors
California
-$2.67M
3
UBS Group
UBS Group
Switzerland
-$2.31M
4
LF
LifeSteps Financial
California
-$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.01M +$81K +3,118 +4%
RJA
27
Raymond James & Associates
Florida
$1.81M -$109K -4,200 -6%
EC
28
Estate Counselors
Wisconsin
$1.77M +$174K +6,690 +11%
PI
29
PFS Investments
Georgia
$1.59M -$360K -13,849 -19%
Stifel Financial
30
Stifel Financial
Missouri
$1.54M -$12.7K -490 -0.8%
CIC
31
Carnegie Investment Counsel
Ohio
$1.47M +$15.6K +600 +1%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.33M +$163K +6,291 +14%
Ameriprise
33
Ameriprise
Minnesota
$1.32M +$191K +7,351 +17%
SCG
34
Sonata Capital Group
Washington
$1.32M +$510K +19,625 +64%
APP
35
Avantax Planning Partners
Iowa
$1.21M -$39K -1,502 -3%
PWM
36
Paulson Wealth Management
Illinois
$1.1M -$4.47K -172 -0.4%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$1.09M +$20.8K +800 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.07M +$52.6K +2,026 +5%
CIA
39
Covington Investment Advisors
Pennsylvania
$986K +$24.9K +960 +3%
SIC
40
Sigma Investment Counselors
Michigan
$896K +$273K +10,500 +44%
FPS
41
Fieldpoint Private Securities
Connecticut
$892K – – –
LPT
42
Legacy Private Trust
Wisconsin
$881K +$872K +33,585 New
GPA
43
Guidance Point Advisors
Massachusetts
$858K +$2.08K +80 +0.2%
CDIA
44
Capital Directions Investment Advisors
Georgia
$832K – – –
AWM
45
Altium Wealth Management
New York
$816K -$17.6K -676 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$800K +$14.8K +571 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$796K +$42.1K +1,623 +6%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$784K +$142K +5,461 +22%
SSB
49
Sandy Spring Bank
Maryland
$717K +$190K +7,325 +37%
TF
50
TLWM Financial
Texas
$701K – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q2 2020 in Review

95 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2020, worth a combined $173M — up 5.9% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBML positions and 7 closed out — a net gain of 6 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.61M.

  • 95 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2020, up from 89 in Q1 2020.
  • Funds reported $173M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2020, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $4.96M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2020.