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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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

4% more funds holding

Funds holding: 123 → 128 (+5)

4% more capital invested

Capital invested by funds: $234M → $242M (+$8.74M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.97M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.96M
3
Truist Financial
Truist Financial
North Carolina
+$1.87M
4
LIM
Leavell Investment Management
Alabama
+$1.13M
5
AWM
Apollon Wealth Management
South Carolina
+$896K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$2.81M
2
Jane Street
Jane Street
New York
-$1.2M
3
RFC
Regions Financial Corp
Alabama
-$544K
4
UBS Group
UBS Group
Switzerland
-$514K
5
BPA
Beacon Pointe Advisors
California
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$893K +$896K +34,350 New
FPS
52
Fieldpoint Private Securities
Connecticut
$884K – – –
APA
53
American Portfolios Advisors
New York
$861K – – –
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$810K +$44K +1,689 +6%
PWM
55
Paulson Wealth Management
Illinois
$796K -$6.83K -262 -0.8%
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$780K +$9.13K +350 +1%
TF
57
TLWM Financial
Texas
$695K – – –
KPWS
58
Kestra Private Wealth Services
Texas
$687K +$113K +4,327 +20%
FNC
59
First National Corp
Massachusetts
$677K – – –
LF
60
Lee Financial
Texas
$676K – – –
RCAG
61
Rehmann Capital Advisory Group
Michigan
$666K +$39.8K +1,525 +6%
IWC
62
Integrated Wealth Concepts
Massachusetts
$660K -$7.38K -283 -1%
PWS
63
Peloton Wealth Strategists
Indiana
$655K – – –
CA
64
CGN Advisors
Kansas
$608K +$42.7K +1,639 +8%
AIP
65
Ameritas Investment Partners
Nebraska
$538K +$108K +4,128 +25%
EPP
66
ETF Portfolio Partners
Kansas
$532K – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$530K +$47.4K +1,819 +10%
AWM
68
Altium Wealth Management
New York
$529K +$33.7K +1,292 +7%
GPA
69
Guidance Point Advisors
Massachusetts
$519K +$965 +37 +0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$486K -$125K -4,794 -20%
ADL
71
Asset Dedication LLC
California
$471K -$6.42K -246 -1%
AFP
72
Ausdal Financial Partners
Iowa
$462K -$6.36K -244 -1%
Citadel Advisors
73
Citadel Advisors
Florida
$447K +$77.2K +2,962 +21%
DADC
74
D.A. Davidson & Co
Montana
$439K +$52.5K +2,014 +14%
WIC
75
Whitegate Investment Counselors
New Hampshire
$435K – – –
1 2
3
4 5

IBML Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2021, worth a combined $242M — up 3.7% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBML positions and 5 closed out — a net gain of 5 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $1.97M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $2.81M.

  • 128 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $242M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $1.97M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2021.