We are live on ! Find out more
IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

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

Back to rankings

125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $242M → $257M (+$14.7M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 128 → 125 (-3)

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.61M
2
Bank of America
Bank of America
North Carolina
+$2.88M
3
Jane Street
Jane Street
New York
+$2.36M
4
Wells Fargo
Wells Fargo
California
+$2.04M
5
RFC
Regions Financial Corp
Alabama
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.83M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$810K
4
PWM
Paulson Wealth Management
Illinois
-$576K
5
PAG
Private Advisor Group
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$1.08M – – –
APA
52
American Portfolios Advisors
New York
$969K +$111K +4,280 +13%
AWM
53
Apollon Wealth Management
South Carolina
$968K +$77.9K +3,000 +9%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$925K +$148K +5,700 +19%
FPS
55
Fieldpoint Private Securities
Connecticut
$881K – – –
IWC
56
Integrated Wealth Concepts
Massachusetts
$852K +$195K +7,510 +30%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$834K -$261K -10,050 -24%
CDIA
58
Capital Directions Investment Advisors
Georgia
$819K -$78.3K -3,017 -9%
GPA
59
Guidance Point Advisors
Massachusetts
$783K +$264K +10,156 +51%
KPWS
60
Kestra Private Wealth Services
Texas
$730K +$45.9K +1,766 +7%
CA
61
CGN Advisors
Kansas
$694K +$88.2K +3,396 +15%
TF
62
TLWM Financial
Texas
$693K – – –
FNC
63
First National Corp
Massachusetts
$675K – – –
LF
64
Lee Financial
Texas
$674K – – –
PWS
65
Peloton Wealth Strategists
Indiana
$653K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$605K +$68.4K +2,636 +13%
AWM
67
Altium Wealth Management
New York
$569K +$42.1K +1,623 +8%
ST
68
Spinnaker Trust
Maine
$547K +$150K +5,769 +38%
GFPC
69
Global Financial Private Client
Florida
$535K +$536K +20,655 New
EPP
70
ETF Portfolio Partners
Kansas
$530K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$528K +$104 +4 +0%
ASN
72
Advisory Services Network
Georgia
$505K +$167K +6,421 +49%
OMC
73
Old Mission Capital
Illinois
$502K +$503K +19,382 New
RCAG
74
Rehmann Capital Advisory Group
Michigan
$497K -$167K -6,435 -25%
MML Investors Services
75
MML Investors Services
Massachusetts
$473K -$11.9K -457 -2%
1 2
3
4 5

IBML Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2021, worth a combined $257M — up 6.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBML and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 57 added.

The largest buyer was Gateway Advisory, adding an estimated $3.61M. The largest seller was HighTower Advisors, cutting an estimated $4.63M.

  • 125 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2021, down from 128 in Q3 2021.
  • Funds reported $257M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2021 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.61M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2021 was HighTower Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2021.