iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
57 hedge funds and large institutions have $79.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 5
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
54% more capital invested
Capital invested by funds: $51.9M → $79.9M (+$28M)
6% more funds holding
Funds holding: 54 → 57 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.72M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.19M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.25M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.37M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$460K |
| 3 |
Bank of New York Mellon
New York
|
-$323K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$306K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
51
Ladenburg Thalmann Financial Services
Miami,
Florida
| $63K | -$460K | -18,407 | -88% |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $56K | +$56.5K | +2,263 | New |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $45K | – | – | – |
|
|
FFW
54
Fusion Family Wealth
Woodbury,
New York
| $30K | – | – | – |
|
|
VCM
55
Vigilant Capital Management
Portland,
Maine
| $15K | -$66.3K | -2,653 | -81% |
|
|
AF
56
Advisornet Financial
Minnetonka,
Minnesota
| $15K | – | – | – |
|
57
BlackRock
New York
| $3K | +$2K | +80 | +143% |
|
|
58
Bank of New York Mellon
New York
| – | -$323K | -12,935 | Closed |
|
|
VA
59
Valmark Advisers
Akron,
Ohio
| – | -$306K | -12,277 | Closed |
|
|
LFAS
60
Level Four Advisory Services
Dallas,
Texas
| – | -$297K | -11,900 | Closed |
|
|
VF
61
Virtu Financial
New York
| – | -$289K | -11,574 | Closed |
|
62
SEI Investments
Oaks,
Pennsylvania
| – | -$11K | -432 | Closed |
|
IBML Hedge Fund Activity: Q3 2018 in Review
57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2018, worth a combined $79.9M — up 54% from $51.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBML positions and 5 closed out — a net gain of 3 holders — while 35 added to existing stakes and 5 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $4.93M. The largest seller was Asset Dedication LLC, cutting an estimated $1.37M.
- 57 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2018, up from 54 in Q2 2018.
- Funds reported $79.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2018, up 54% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2018 was United Capital Financial Advisors, an estimated $4.93M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2018 was Asset Dedication LLC, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2018.