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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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88 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

11% more funds holding

Funds holding: 79 → 88 (+9)

9% more capital invested

Capital invested by funds: $145M → $158M (+$12.7M)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
15
Closed
5
Calls
$177K
Puts
–
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.38M
2
EWA
EP Wealth Advisors
California
+$1.72M
3
Morgan Stanley
Morgan Stanley
New York
+$1.05M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
Bank of America
Bank of America
North Carolina
+$846K

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$5.7M
2
MA
MCF Advisors
Kentucky
-$516K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$511K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$379K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$501K – – –
AFP
52
Ausdal Financial Partners
Iowa
$478K +$87.2K +3,381 +23%
ADL
53
Asset Dedication LLC
California
$471K +$198K +7,687 +72%
SIC
54
Sigma Investment Counselors
Michigan
$455K +$155K +6,000 +52%
PWS
55
Peloton Wealth Strategists
Indiana
$439K – – –
VA
56
Valmark Advisers
Ohio
$429K +$5.99K +232 +1%
BWM
57
BCS Wealth Management
Tennessee
$407K +$407K +15,762 New
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$398K +$399K +15,450 New
SSB
59
Sandy Spring Bank
Maryland
$388K +$14.6K +565 +4%
AIP
60
Ameritas Investment Partners
Nebraska
$349K +$52 +2 +0%
CIA
61
Capital Investment Advisors
Georgia
$325K +$25.6K +991 +9%
IAA
62
Independent Advisor Alliance
North Carolina
$317K +$317K +12,278 New
DADC
63
D.A. Davidson & Co
Montana
$315K +$315K +12,209 New
KA
64
Klingman & Associates
New York
$302K -$43.9K -1,700 -13%
AG
65
Advisor Group
Arizona
$286K +$105K +4,076 +58%
GIA
66
Gladstone Institutional Advisory
Florida
$275K -$19.8K -768 -7%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$269K +$268K +10,400 New
BCA
68
Bay Colony Advisors
Massachusetts
$251K – – –
IWC
69
Integrated Wealth Concepts
Massachusetts
$250K +$28.7K +1,114 +13%
BPWA
70
Beacon Pointe Wealth Advisors
California
$246K +$245K +9,486 New
APA
71
American Portfolios Advisors
New York
$243K +$150K +5,800 +161%
KCM
72
Kathmere Capital Management
Pennsylvania
$212K +$212K +8,222 New
FCA
73
FinTrust Capital Advisors
South Carolina
$170K – – –
GEA
74
Glen Eagle Advisors
New Jersey
$139K – – –
MA
75
MCF Advisors
Kentucky
$111K -$516K -20,005 -82%
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IBML Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2019, worth a combined $158M — up 8.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBML positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.38M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.7M sold.

  • 88 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $158M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2019 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $5.38M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2019 was Signature Estate & Investment Advisors, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2019.