iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
72 hedge funds and large institutions have $92.9M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
26% more funds holding
Funds holding: 57 → 72 (+15)
16% more capital invested
Capital invested by funds: $79.9M → $92.9M (+$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.76M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.24M |
| 3 |
Bank of New York Mellon
New York
|
+$1.12M |
| 4 |
Jane Street
New York
|
+$928K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$1.18M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$723K |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$400K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$311K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$261K |
IBML Hedge Fund Activity: Q4 2018 in Review
72 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2018, worth a combined $92.9M — up 16% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBML positions and 3 closed out — a net gain of 15 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $3.76M. The largest seller was Carnegie Investment Counsel, cutting an estimated $1.18M.
- 72 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2018, up from 57 in Q3 2018.
- Funds reported $92.9M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2018 and 3 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2018 was UBS Group, an estimated $3.76M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2018 was Carnegie Investment Counsel, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2018.