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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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $242M → $257M (+$14.7M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 128 → 125 (-3)

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.61M
2
Bank of America
Bank of America
North Carolina
+$2.88M
3
Jane Street
Jane Street
New York
+$2.36M
4
Wells Fargo
Wells Fargo
California
+$2.04M
5
RFC
Regions Financial Corp
Alabama
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.83M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$810K
4
PWM
Paulson Wealth Management
Illinois
-$576K
5
PAG
Private Advisor Group
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
26
Central Trust Company
Missouri
$2.83M +$6.49K +250 +0.2%
LPT
27
Legacy Private Trust
Wisconsin
$2.8M +$1.16M +44,665 +70%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.64M +$11.9K +460 +0.5%
PSIWM
29
Paradigm Strategies in Wealth Management
Minnesota
$2.57M +$605K +23,306 +31%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M -$266K -10,230 -10%
ACM
31
Azimuth Capital Management
Michigan
$2.43M – – –
Jane Street
32
Jane Street
New York
$2.35M +$2.36M +90,739 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.27M -$2.83M -109,128 -55%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.95M +$198K +7,630 +11%
EWA
35
EP Wealth Advisors
California
$1.88M -$17.9K -688 -0.9%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.85M -$81.1K -3,124 -4%
NWM
37
Northcape Wealth Management
New York
$1.83M +$1.84M +70,709 New
BF
38
BOK Financial
Oklahoma
$1.79M +$1.49M +57,564 +498%
PFM
39
Phillips Financial Management
Indiana
$1.78M +$736K +28,350 +70%
P
40
Paradiem
Louisiana
$1.68M – – –
SIC
41
Sigma Investment Counselors
Michigan
$1.6M – – –
Stifel Financial
42
Stifel Financial
Missouri
$1.54M -$2.78K -107 -0.2%
RJA
43
Raymond James & Associates
Florida
$1.43M -$140K -5,402 -9%
CIC
44
Carnegie Investment Counsel
Ohio
$1.33M – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$281K +10,834 +27%
APP
46
Avantax Planning Partners
Iowa
$1.2M +$4.49K +173 +0.4%
CIA
47
Covington Investment Advisors
Pennsylvania
$1.17M +$66.9K +2,576 +6%
VA
48
Valmark Advisers
Ohio
$1.13M +$201K +7,730 +22%
Creative Planning
49
Creative Planning
Kansas
$1.1M -$25.6K -985 -2%
SSB
50
Sandy Spring Bank
Maryland
$1.09M +$142K +5,480 +15%
1
2
3 4 5

IBML Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2021, worth a combined $257M — up 6.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBML and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 57 added.

The largest buyer was Gateway Advisory, adding an estimated $3.61M. The largest seller was HighTower Advisors, cutting an estimated $4.63M.

  • 125 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2021, down from 128 in Q3 2021.
  • Funds reported $257M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2021 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.61M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2021 was HighTower Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2021.