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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 8995 (+6)

6% more capital invested

Capital invested by funds: $163M → $173M (+$9.65M)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$684K +$677K +26,056 New
LF
52
Lee Financial
Texas
$682K
RCAG
53
Rehmann Capital Advisory Group
Michigan
$659K -$31K -1,193 -5%
VA
54
Valmark Advisers
Ohio
$649K +$145K +5,592 +29%
CBFP
55
Cedar Brook Financial Partners
Ohio
$631K +$649 +25 +0.1%
PFM
56
Phillips Financial Management
Indiana
$550K
EPP
57
ETF Portfolio Partners
Kansas
$537K
WI
58
WrapManager Inc
California
$500K +$101K +3,883 +26%
BPA
59
Beacon Pointe Advisors
California
$486K +$63.5K +2,446 +15%
AFP
60
Ausdal Financial Partners
Iowa
$485K +$1.09K +42 +0.2%
PWS
61
Peloton Wealth Strategists
Indiana
$472K +$26K +1,000 +6%
BWM
62
BCS Wealth Management
Tennessee
$414K
FTUS
63
Flow Traders U.S.
New York
$365K +$361K +13,901 New
CIA
64
Capital Investment Advisors
Georgia
$363K
NA
65
NewEdge Advisors
Louisiana
$359K -$560K -21,582 -61%
Osaic Holdings
66
Osaic Holdings
Arizona
$355K +$130 +5 +0%
APA
67
American Portfolios Advisors
New York
$348K +$101K +3,875 +41%
AIP
68
Ameritas Investment Partners
Nebraska
$348K -$6.47K -249 -2%
IWC
69
Integrated Wealth Concepts
Massachusetts
$332K +$101K +3,907 +45%
KA
70
Klingman & Associates
New York
$322K
DADC
71
D.A. Davidson & Co
Montana
$320K
ADL
72
Asset Dedication LLC
California
$317K -$94.9K -3,655 -23%
LWM
73
Laidlaw Wealth Management
New York
$315K +$53.2K +2,050 +21%
WIC
74
Whitegate Investment Counselors
New Hampshire
$254K +$251K +9,675 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$244K +$242K +9,310 New

IBML Hedge Fund Activity: Q2 2020 in Review

95 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2020, worth a combined $173M — up 5.9% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBML positions and 7 closed out — a net gain of 6 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.61M.

  • 95 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2020, up from 89 in Q1 2020.
  • Funds reported $173M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2020, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $4.96M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2020.