We are live on ! Find out more
IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

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

Back to rankings

170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $426M → $437M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 171 → 170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$17M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.42M
3
Ameriprise
Ameriprise
Minnesota
+$1.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$1.79M
5
FTUS
Flow Traders U.S.
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$7.11M
2
Morgan Stanley
Morgan Stanley
New York
-$4.92M
3
Stifel Financial
Stifel Financial
Missouri
-$3.46M
4
Bank of America
Bank of America
North Carolina
-$3.16M
5
MMA
Miracle Mile Advisors
California
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M -$145K -5,716 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.97M -$112K -4,407 -3%
Ameriprise
28
Ameriprise
Minnesota
$3.67M +$1.98M +78,098 +118%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.65M -$819K -32,261 -18%
UCFA
30
United Capital Financial Advisors
Texas
$3.37M -$438K -17,234 -12%
OAM
31
Oppenheimer Asset Management
New York
$3.33M -$33.3K -1,311 -1%
LIA
32
LBMC Investment Advisors
Tennessee
$3.32M +$76.5K +3,015 +2%
SPA
33
Sentinel Pension Advisors
Massachusetts
$3.19M +$44.2K +1,740 +1%
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$3.15M -$25.4K -1,000 -0.8%
SCG
35
Sonata Capital Group
Washington
$3.07M -$97K -3,820 -3%
GA
36
Gateway Advisory
New Jersey
$3.02M +$341K +13,433 +13%
SCA
37
Stonebridge Capital Advisors
Minnesota
$2.79M -$65.2K -2,567 -2%
PSIWM
38
Paradigm Strategies in Wealth Management
Minnesota
$2.76M -$246K -9,687 -8%
DSA
39
Droms Strauss Advisors
Missouri
$2.68M +$251K +9,876 +10%
EWA
40
EP Wealth Advisors
California
$2.62M +$13.2K +519 +3%
CTC
41
Central Trust Company
Missouri
$2.59M +$51.1K +2,014 +2%
WA
42
Waterford Advisors
New York
$2.58M +$5.08K +200 +0.2%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$2.51M – – –
GFPC
44
Global Financial Private Client
Florida
$2.45M +$618K +24,359 +34%
PFM
45
Phillips Financial Management
Indiana
$2.33M – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.18M -$175K -6,880 -7%
ANTB
47
AMG National Trust Bank
Colorado
$2.08M -$185K -7,304 -8%
Creative Planning
48
Creative Planning
Kansas
$1.87M +$156K +6,148 +9%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.86M +$139K +5,460 +8%
CIAS
50
CFS Investment Advisory Services
New Jersey
$1.81M +$124K +4,890 +7%
1
2
3 4 5

IBML Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2023, worth a combined $437M — up 2.4% from $426M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 16 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $17M. The largest seller was NewEdge Advisors, cutting an estimated $7.11M.

  • 170 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $437M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2023 was NewEdge Advisors, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2023.