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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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

16% more funds holding

Funds holding: 99 → 115 (+16)

10% more capital invested

Capital invested by funds: $192M → $212M (+$19.4M)

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.35M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.85M
3
ACM
Azimuth Capital Management
Michigan
+$1.59M
4
Morgan Stanley
Morgan Stanley
New York
+$1.51M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$3.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$527K
3
Jane Street
Jane Street
New York
-$433K
4
1IA
1834 Investment Advisors
Wisconsin
-$268K
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.39M +$1.94K +74 +0.1%
Ameriprise
27
Ameriprise
Minnesota
$2.36M +$935K +35,682 +65%
SCG
28
Sonata Capital Group
Washington
$2.25M +$640K +24,419 +40%
EWA
29
EP Wealth Advisors
California
$2.23M -$55.3K -2,112 -2%
RFC
30
Regions Financial Corp
Alabama
$2.13M -$6.81K -260 -0.3%
SIC
31
Sigma Investment Counselors
Michigan
$1.64M +$444K +16,960 +37%
ACM
32
Azimuth Capital Management
Michigan
$1.59M +$1.59M +60,650 New
RJA
33
Raymond James & Associates
Florida
$1.58M -$151K -5,754 -9%
CIC
34
Carnegie Investment Counsel
Ohio
$1.57M -$62.9K -2,400 -4%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.51M +$35.7K +1,363 +2%
Stifel Financial
36
Stifel Financial
Missouri
$1.47M +$59.9K +2,288 +4%
APP
37
Avantax Planning Partners
Iowa
$1.42M +$83.1K +3,171 +6%
P
38
Paradiem
Louisiana
$1.37M +$1.37M +52,298 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$1.09M – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.05M -$1.99K -76 -0.2%
CIA
41
Covington Investment Advisors
Pennsylvania
$996K -$2.62K -100 -0.3%
SSB
42
Sandy Spring Bank
Maryland
$968K +$5.24K +200 +0.5%
LPT
43
Legacy Private Trust
Wisconsin
$948K – – –
VA
44
Valmark Advisers
Ohio
$942K +$98.9K +3,773 +12%
PWM
45
Paulson Wealth Management
Illinois
$940K -$168K -6,423 -15%
CDIA
46
Capital Directions Investment Advisors
Georgia
$907K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$891K +$27.5K +1,048 +3%
FPS
48
Fieldpoint Private Securities
Connecticut
$890K – – –
APA
49
American Portfolios Advisors
New York
$867K – – –
PFM
50
Phillips Financial Management
Indiana
$850K – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2020, worth a combined $212M — up 10% from $192M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBML positions and 4 closed out — a net gain of 16 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.35M. The largest seller was PFS Investments, exiting entirely with an estimated $3.19M sold.

  • 115 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $212M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2020 and 4 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $3.35M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2020 was PFS Investments, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2020.