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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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74 hedge funds and large institutions have $117M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $92.9M → $117M (+$23.9M)

3% more funds holding

Funds holding: 72 → 74 (+2)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
37
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$10.9M
2
RJA
Raymond James & Associates
Florida
+$2.82M
3
UBS Group
UBS Group
Switzerland
+$2.21M
4
Morgan Stanley
Morgan Stanley
New York
+$1.79M
5
NA
NewEdge Advisors
Louisiana
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
-$1.51M
2
Jane Street
Jane Street
New York
-$1.26M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$916K
4
CDIA
Capital Directions Investment Advisors
Georgia
-$726K
5
FTUS
Flow Traders U.S.
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
51
Sandy Spring Bank
Maryland
$291K +$32.9K +1,300 +13%
AIP
52
Ameritas Investment Partners
Nebraska
$283K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$223K -$916K -36,212 -81%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$204K – – –
ANTB
55
AMG National Trust Bank
Colorado
$201K +$200K +7,889 New
FCA
56
FinTrust Capital Advisors
South Carolina
$168K – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$165K -$3.16K -125 -2%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$154K -$115K -4,554 -43%
AG
59
Advisor Group
Arizona
$145K +$110K +4,336 +318%
GEA
60
Glen Eagle Advisors
New Jersey
$138K +$10.1K +400 +8%
RFC
61
Regions Financial Corp
Alabama
$123K – – –
WCM
62
WealthBridge Capital Management
Ohio
$120K +$119K +4,700 New
1IA
63
1834 Investment Advisors
Wisconsin
$99K +$7.59K +300 +8%
APA
64
American Portfolios Advisors
New York
$91.7K – – –
FNC
65
First National Corp
Massachusetts
$72K – – –
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$64K +$76 +3 +0.1%
AF
67
Advisornet Financial
Minnesota
$33K +$5.06K +200 +18%
FFW
68
Fusion Family Wealth
New York
$31K – – –
TC
69
Trust Company
Kansas
$30K – – –
GWA
70
Guidant Wealth Advisors
Illinois
$25K – – –
VCM
71
Vigilant Capital Management
Maine
$24K +$8.35K +330 +53%
TA
72
TCG Advisors
Texas
$15K +$14.6K +577 New
BlackRock
73
BlackRock
New York
$4K – – –
BEI
74
Benjamin Edwards Inc
Missouri
$3K +$2.81K +111 New
CDIA
75
Capital Directions Investment Advisors
Georgia
– -$726K -28,918 Closed
1 2
3
4

IBML Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2019, worth a combined $117M — up 26% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBML positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $10.9M. The largest seller was Confluence Investment Management, cutting an estimated $1.51M.

  • 74 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2019, up from 72 in Q4 2018.
  • Funds reported $117M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2019 was Signature Estate & Investment Advisors, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2019 was Confluence Investment Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2019.