iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
54 hedge funds and large institutions have $51.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
25% more capital invested
Capital invested by funds: $41.5M → $51.9M (+$10.4M)
23% more funds holding
Funds holding: 44 → 54 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$1.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.16M |
| 4 |
Morgan Stanley
New York
|
+$1.07M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.76M |
| 2 |
Bank of New York Mellon
New York
|
-$584K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$282K |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$246K |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $15K | – | – | – |
|
52
SEI Investments
Oaks,
Pennsylvania
| $11K | – | – | – |
|
53
BlackRock
New York
| $1K | -$1.99K | -80 | -59% |
|
|
NA
54
NewEdge Advisors
New Orleans,
Louisiana
| $579 | +$343K | +13,806 | +146% |
|
|
SSWM
55
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$224K | -9,000 | Closed |
|
|
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$100K | -4,000 | Closed |
|
IBML Hedge Fund Activity: Q2 2018 in Review
54 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2018, worth a combined $51.9M — up 25% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBML positions and 2 closed out — a net gain of 10 holders — while 27 added to existing stakes and 9 trimmed.
The largest buyer was IFG Advisory, opening a new position worth an estimated $1.49M. The largest seller was Jane Street, cutting an estimated $1.76M.
- 54 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2018, up from 44 in Q1 2018.
- Funds reported $51.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2018, up 25% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2018 and 2 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2018 was IFG Advisory, an estimated $1.49M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2018 was Jane Street, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2018.