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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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166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 170 → 166 (-4)

14% less capital invested

Capital invested by funds: $437M → $377M (-$59.6M)

23% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 69

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.13M
2
SFA
Source Financial Advisors
New York
+$2.09M
3
BPA
Beacon Pointe Advisors
California
+$1.8M
4
EWA
EP Wealth Advisors
California
+$582K
5
AM
Atwater Malick
Pennsylvania
+$490K

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$15.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.3M
3
Jane Street
Jane Street
New York
-$10.1M
4
Bank of America
Bank of America
North Carolina
-$3.59M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Praetorian Wealth Management
California
$3.74M -$1.03M -40,390 -22%
Ameriprise
27
Ameriprise
Minnesota
$3.71M +$31.4K +1,236 +0.9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.63M -$26.9K -1,058 -0.7%
LIA
29
LBMC Investment Advisors
Tennessee
$3.33M +$1.73K +68 +0.1%
OAM
30
Oppenheimer Asset Management
New York
$3.3M -$42.1K -1,656 -1%
UCFA
31
United Capital Financial Advisors
Texas
$3.22M -$154K -6,048 -5%
SPA
32
Sentinel Pension Advisors
Massachusetts
$3.11M -$87.3K -3,433 -3%
SCG
33
Sonata Capital Group
Washington
$3.05M -$29.2K -1,150 -1%
PSIWM
34
Paradigm Strategies in Wealth Management
Minnesota
$2.8M +$33K +1,297 +1%
SCA
35
Stonebridge Capital Advisors
Minnesota
$2.58M -$217K -8,543 -8%
WA
36
Waterford Advisors
New York
$2.55M -$39K -1,535 -2%
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$2.51M – – –
LPT
38
Legacy Private Trust
Wisconsin
$2.48M -$2.07M -81,302 -45%
PFM
39
Phillips Financial Management
Indiana
$2.43M +$100K +3,934 +4%
GFPC
40
Global Financial Private Client
Florida
$2.35M -$100K -3,944 -4%
CTC
41
Central Trust Company
Missouri
$2.18M -$414K -16,278 -16%
ANTB
42
AMG National Trust Bank
Colorado
$2.17M +$81.5K +3,204 +4%
SFA
43
Source Financial Advisors
New York
$2.1M +$2.09M +82,380 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.04M -$136K -5,348 -6%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.89M +$16.9K +666 +0.9%
Creative Planning
46
Creative Planning
Kansas
$1.85M -$20.4K -801 -1%
BPA
47
Beacon Pointe Advisors
California
$1.8M +$1.8M +70,768 New
ADL
48
Asset Dedication LLC
California
$1.67M – – –
CIAS
49
CFS Investment Advisory Services
New Jersey
$1.67M -$143K -5,638 -8%
BSAM
50
Blue Square Asset Management
New York
$1.43M +$33.1K +1,302 +2%
1
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3 4 5

IBML Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2023, worth a combined $377M — down 14% from $437M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBML and 8 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $4.13M. The largest seller was Mercer Global Advisors, cutting an estimated $15.3M.

  • 166 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2023, down from 170 in Q1 2023.
  • Funds reported $377M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $4.13M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.