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

162 hedge funds and large institutions have $349M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 166 → 162 (-4)

7% less capital invested

Capital invested by funds: $377M → $349M (-$27.7M)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
40
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.6M
2
NA
NewEdge Advisors
Louisiana
+$2.75M
3
KCM
Kathmere Capital Management
Pennsylvania
+$2.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.76M
5
GBWM
Granite Bay Wealth Management
New Hampshire
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.9M
2
RCA
Resonant Capital Advisors
Wisconsin
-$4.98M
3
Bank of America
Bank of America
North Carolina
-$4.62M
4
Morgan Stanley
Morgan Stanley
New York
-$2.88M
5
WA
Waterford Advisors
New York
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$3.33M +$2.27K +89 +0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.24M -$396K -15,535 -11%
OAM
28
Oppenheimer Asset Management
New York
$3.24M -$65.4K -2,565 -2%
PWM
29
Praetorian Wealth Management
California
$3.21M -$542K -21,257 -14%
UCFA
30
United Capital Financial Advisors
Texas
$3.2M -$29.3K -1,148 -0.9%
SCG
31
Sonata Capital Group
Washington
$3.05M – – –
KCM
32
Kathmere Capital Management
Pennsylvania
$2.72M +$2.44M +95,874 +887%
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$2.57M -$235K -9,238 -8%
PFM
34
Phillips Financial Management
Indiana
$2.44M – – –
SCA
35
Stonebridge Capital Advisors
Minnesota
$2.35M -$229K -8,992 -9%
CTC
36
Central Trust Company
Missouri
$2.32M +$141K +5,520 +6%
ANTB
37
AMG National Trust Bank
Colorado
$2.17M – – –
SFA
38
Source Financial Advisors
New York
$2.1M – – –
GFPC
39
Global Financial Private Client
Florida
$2.06M -$292K -11,453 -12%
LPT
40
Legacy Private Trust
Wisconsin
$2.06M -$425K -16,675 -17%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.04M +$149K +5,850 +8%
Creative Planning
42
Creative Planning
Kansas
$1.99M +$134K +5,250 +7%
SPA
43
Sentinel Pension Advisors
Massachusetts
$1.87M -$1.25M -49,023 -40%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.76M +$1.76M +69,000 New
ADL
45
Asset Dedication LLC
California
$1.68M – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.55M -$495K -19,430 -24%
BPA
47
Beacon Pointe Advisors
California
$1.53M -$272K -10,690 -15%
GBWM
48
Granite Bay Wealth Management
New Hampshire
$1.49M +$1.49M +58,500 New
BSAM
49
Blue Square Asset Management
New York
$1.45M +$15K +587 +1%
CIAS
50
CFS Investment Advisory Services
New Jersey
$1.43M -$239K -9,366 -14%
1
2
3 4 5

IBML Hedge Fund Activity: Q3 2023 in Review

162 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2023, worth a combined $349M — down 7.4% from $377M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBML and 13 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Wells Fargo, cutting an estimated $11.9M.

  • 162 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2023, down from 166 in Q2 2023.
  • Funds reported $349M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2023 and 14 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2023 was Jane Street, an estimated $10.6M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2023.