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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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $212M → $226M (+$13.9M)

3% more funds holding

Funds holding: 115 → 119 (+4)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.82M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.5M
3
Bank of America
Bank of America
North Carolina
+$1.44M
4
US Bancorp
US Bancorp
Minnesota
+$1.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$907K
3
PCH
PGIM Custom Harvest
New Jersey
-$330K
4
LWM
Laidlaw Wealth Management
New York
-$315K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$853K +$618K +23,624 +263%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$773K +$83.7K +3,197 +12%
PWS
53
Peloton Wealth Strategists
Indiana
$738K – – –
TF
54
TLWM Financial
Texas
$699K – – –
FNC
55
First National Corp
Massachusetts
$682K – – –
LF
56
Lee Financial
Texas
$680K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$654K +$38.1K +1,457 +6%
DADC
58
D.A. Davidson & Co
Montana
$644K – – –
RCAG
59
Rehmann Capital Advisory Group
Michigan
$628K -$4.82K -184 -0.7%
MML Investors Services
60
MML Investors Services
Massachusetts
$594K +$1.36K +52 +0.2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$586K +$586K +22,403 New
AWM
62
Altium Wealth Management
New York
$570K -$174K -6,656 -23%
CA
63
CGN Advisors
Kansas
$542K +$94.6K +3,614 +21%
EPP
64
ETF Portfolio Partners
Kansas
$535K – – –
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$523K +$524K +20,000 New
GPA
66
Guidance Point Advisors
Massachusetts
$522K +$785 +30 +0.2%
BPA
67
Beacon Pointe Advisors
California
$494K +$393 +15 +0.1%
Osaic Holdings
68
Osaic Holdings
Arizona
$482K +$52K +1,988 +12%
AFP
69
Ausdal Financial Partners
Iowa
$470K +$707 +27 +0.2%
WIC
70
Whitegate Investment Counselors
New Hampshire
$438K – – –
CBFP
71
Cedar Brook Financial Partners
Ohio
$426K -$205K -7,831 -32%
BWM
72
BCS Wealth Management
Tennessee
$412K – – –
CCA
73
Childress Capital Advisors
Texas
$411K +$412K +15,730 New
AIP
74
Ameritas Investment Partners
Nebraska
$399K +$28.8K +1,102 +8%
CSPAM
75
Cary Street Partners Asset Management
Virginia
$395K +$23.2K +888 +1%
1 2
3
4 5

IBML Hedge Fund Activity: Q1 2021 in Review

119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2021, worth a combined $226M — up 6.6% from $212M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBML positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 119 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2021, up from 115 in Q4 2020.
  • Funds reported $226M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2021 and 9 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.82M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2021 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2021.