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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

123 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.81M)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
51
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$864K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$814K -$130K -4,979 -14%
PWM
53
Paulson Wealth Management
Illinois
$806K -$85.5K -3,273 -10%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$774K +$252K +9,650 +48%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$769K -$2.27K -87 -0.3%
TF
56
TLWM Financial
Texas
$698K
FNC
57
First National Corp
Massachusetts
$684K
LF
58
Lee Financial
Texas
$679K
IWC
59
Integrated Wealth Concepts
Massachusetts
$670K +$17.8K +681 +3%
PWS
60
Peloton Wealth Strategists
Indiana
$658K -$78.4K -3,000 -11%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$629K -$12K -461 -2%
MML Investors Services
62
MML Investors Services
Massachusetts
$614K +$21K +803 +4%
KPWS
63
Kestra Private Wealth Services
Texas
$577K +$225K +8,596 +64%
CA
64
CGN Advisors
Kansas
$568K +$27.5K +1,051 +5%
EPP
65
ETF Portfolio Partners
Kansas
$534K
GPA
66
Guidance Point Advisors
Massachusetts
$522K +$1.1K +42 +0.2%
AWM
67
Altium Wealth Management
New York
$498K -$71.5K -2,738 -13%
LNC
68
Lincoln National Corp
Pennsylvania
$497K +$120K +4,595 +32%
BPA
69
Beacon Pointe Advisors
California
$492K +$549 +21 +0.1%
Osaic Holdings
70
Osaic Holdings
Arizona
$486K +$5.93K +227 +1%
ADL
71
Asset Dedication LLC
California
$477K +$116K +4,425 +32%
AFP
72
Ausdal Financial Partners
Iowa
$470K +$810 +31 +0.2%
WIC
73
Whitegate Investment Counselors
New Hampshire
$437K
CSPAM
74
Cary Street Partners Asset Management
Virginia
$433K -$1.85M -70,774 -81%
AIP
75
Ameritas Investment Partners
Nebraska
$433K +$34.6K +1,323 +9%

IBML Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2021, worth a combined $234M — up 3.5% from $226M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $2.88M. The largest seller was HighTower Advisors, cutting an estimated $4.49M.

  • 123 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $234M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2021 was HighTower Advisors, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2021.