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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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $212M → $226M (+$13.9M)

3% more funds holding

Funds holding: 115 → 119 (+4)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.82M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.5M
3
Bank of America
Bank of America
North Carolina
+$1.44M
4
US Bancorp
US Bancorp
Minnesota
+$1.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$907K
3
PCH
PGIM Custom Harvest
New Jersey
-$330K
4
LWM
Laidlaw Wealth Management
New York
-$315K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Azimuth Capital Management
Michigan
$2.44M +$853K +32,575 +54%
SCG
27
Sonata Capital Group
Washington
$2.32M +$65.5K +2,502 +3%
RFC
28
Regions Financial Corp
Alabama
$2.31M +$185K +7,069 +9%
SPA
29
Sentinel Pension Advisors
Massachusetts
$2.31M -$89.4K -3,417 -4%
CIC
30
Carnegie Investment Counsel
Ohio
$2.27M +$703K +26,850 +45%
EWA
31
EP Wealth Advisors
California
$2.23M – – –
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$1.92M +$1.92M +73,488 New
P
33
Paradiem
Louisiana
$1.71M +$341K +13,044 +25%
APP
34
Avantax Planning Partners
Iowa
$1.63M +$209K +7,982 +15%
SIC
35
Sigma Investment Counselors
Michigan
$1.62M -$15.7K -600 -1%
Stifel Financial
36
Stifel Financial
Missouri
$1.5M +$27.3K +1,044 +2%
RJA
37
Raymond James & Associates
Florida
$1.5M -$86.6K -3,307 -5%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$1.48M -$33.7K -1,287 -2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$204K +7,778 +23%
CIA
40
Covington Investment Advisors
Pennsylvania
$1.09M +$96.9K +3,700 +10%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.09M – – –
SSB
42
Sandy Spring Bank
Maryland
$1.08M +$117K +4,474 +12%
VA
43
Valmark Advisers
Ohio
$986K +$44.6K +1,705 +5%
PFM
44
Phillips Financial Management
Indiana
$962K +$113K +4,303 +13%
LPT
45
Legacy Private Trust
Wisconsin
$947K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$946K -$99.9K -3,817 -10%
Citadel Advisors
47
Citadel Advisors
Florida
$944K +$712K +27,219 +308%
PWM
48
Paulson Wealth Management
Illinois
$895K -$45.7K -1,746 -5%
FPS
49
Fieldpoint Private Securities
Connecticut
$890K – – –
APA
50
American Portfolios Advisors
New York
$866K – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q1 2021 in Review

119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2021, worth a combined $226M — up 6.6% from $212M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBML positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 119 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2021, up from 115 in Q4 2020.
  • Funds reported $226M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2021 and 9 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.82M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2021 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2021.