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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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2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
– -$3.57M -139,727 Closed
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$3.37M -132,074 Closed
LIA
28
LBMC Investment Advisors
Tennessee
– -$3.33M -130,599 Closed
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
– -$3.24M -126,947 Closed
OAM
30
Oppenheimer Asset Management
New York
– -$3.24M -126,825 Closed
PWM
31
Praetorian Wealth Management
California
– -$3.21M -125,631 Closed
UCFA
32
United Capital Financial Advisors
Texas
– -$3.2M -125,303 Closed
SCG
33
Sonata Capital Group
Washington
– -$3.05M -119,565 Closed
KCM
34
Kathmere Capital Management
Pennsylvania
– -$2.72M -106,685 Closed
PSIWM
35
Paradigm Strategies in Wealth Management
Minnesota
– -$2.57M -100,524 Closed
PFM
36
Phillips Financial Management
Indiana
– -$2.44M -95,447 Closed
SCA
37
Stonebridge Capital Advisors
Minnesota
– -$2.35M -92,143 Closed
CTC
38
Central Trust Company
Missouri
– -$2.32M -91,047 Closed
ANTB
39
AMG National Trust Bank
Colorado
– -$2.17M -85,182 Closed
SFA
40
Source Financial Advisors
New York
– -$2.1M -82,380 Closed
GFPC
41
Global Financial Private Client
Florida
– -$2.06M -81,055 Closed
LPT
42
Legacy Private Trust
Wisconsin
– -$2.06M -80,719 Closed
Osaic Holdings
43
Osaic Holdings
Arizona
– -$2.04M -79,850 Closed
Creative Planning
44
Creative Planning
Kansas
– -$1.99M -77,977 Closed
SPA
45
Sentinel Pension Advisors
Massachusetts
– -$1.87M -73,066 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$1.76M -69,000 Closed
ADL
47
Asset Dedication LLC
California
– -$1.68M -65,652 Closed
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
– -$1.55M -60,803 Closed
BPA
49
Beacon Pointe Advisors
California
– -$1.53M -60,078 Closed
GBWM
50
Granite Bay Wealth Management
New Hampshire
– -$1.49M -58,500 Closed
1
2
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IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.