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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

123 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.81M)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
51
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$2.72M +$6.79K +260 +0.2%
SCG
27
Sonata Capital Group
Washington
$2.66M +$342K +13,085 +15%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.57M +$272K +10,420 +12%
ACM
29
Azimuth Capital Management
Michigan
$2.4M -$39.2K -1,500 -2%
PSIWM
30
Paradigm Strategies in Wealth Management
Minnesota
$1.97M +$49K +1,876 +3%
EWA
31
EP Wealth Advisors
California
$1.92M -$312K -11,926 -14%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.74M +$258K +9,891 +17%
P
33
Paradiem
Louisiana
$1.71M
SIC
34
Sigma Investment Counselors
Michigan
$1.61M
Stifel Financial
35
Stifel Financial
Missouri
$1.54M +$45.1K +1,725 +3%
LPT
36
Legacy Private Trust
Wisconsin
$1.54M +$593K +22,688 +63%
RJA
37
Raymond James & Associates
Florida
$1.49M -$1.59K -61 -0.1%
Truist Financial
38
Truist Financial
North Carolina
$1.44M +$590K +22,594 +69%
APP
39
Avantax Planning Partners
Iowa
$1.24M -$379K -14,520 -23%
Jane Street
40
Jane Street
New York
$1.2M +$892K +34,150 +293%
CIC
41
Carnegie Investment Counsel
Ohio
$1.15M -$1.12M -43,054 -49%
Creative Planning
42
Creative Planning
Kansas
$1.14M +$1.14M +43,660 New
CIA
43
Covington Investment Advisors
Pennsylvania
$1.1M +$15.7K +600 +1%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$1.09M
VA
45
Valmark Advisers
Ohio
$1.06M +$76.5K +2,927 +8%
PFM
46
Phillips Financial Management
Indiana
$1.05M +$92K +3,521 +10%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$42.9K -1,643 -4%
SSB
48
Sandy Spring Bank
Maryland
$946K -$136K -5,213 -13%
CDIA
49
Capital Directions Investment Advisors
Georgia
$904K +$905K +34,632 New
FPS
50
Fieldpoint Private Securities
Connecticut
$888K

IBML Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2021, worth a combined $234M — up 3.5% from $226M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $2.88M. The largest seller was HighTower Advisors, cutting an estimated $4.49M.

  • 123 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $234M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2021 was HighTower Advisors, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2021.