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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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170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $426M → $437M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 171 → 170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$17M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.42M
3
Ameriprise
Ameriprise
Minnesota
+$1.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$1.79M
5
FTUS
Flow Traders U.S.
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$7.11M
2
Morgan Stanley
Morgan Stanley
New York
-$4.92M
3
Stifel Financial
Stifel Financial
Missouri
-$3.46M
4
Bank of America
Bank of America
North Carolina
-$3.16M
5
MMA
Miracle Mile Advisors
California
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.79M +$1.79M +70,357 New
FTUS
52
Flow Traders U.S.
New York
$1.72M +$1.72M +67,785 New
ADL
53
Asset Dedication LLC
California
$1.67M +$22.7K +896 +1%
LF
54
Lee Financial
Texas
$1.62M -$132K -5,200 -8%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$1.49M -$355K -13,984 -19%
BSAM
56
Blue Square Asset Management
New York
$1.4M -$117K -4,606 -8%
EIA
57
Eldridge Investment Advisors
New Hampshire
$1.35M +$382K +15,038 +40%
RAG
58
RIA Advisory Group
Iowa
$1.19M +$105K +4,139 +10%
PAG
59
Private Advisor Group
New Jersey
$1.17M -$101K -3,971 -8%
SC
60
Savant Capital
Illinois
$1.16M +$729K +28,705 +171%
P
61
Paradiem
Louisiana
$1.16M +$1.16M +45,498 New
APP
62
Avantax Planning Partners
Iowa
$1.12M -$40.7K -1,604 -4%
Stifel Financial
63
Stifel Financial
Missouri
$1.12M -$3.46M -136,101 -76%
PPWM
64
PFG Private Wealth Management
Florida
$1.12M +$1.12M +43,997 New
ECM
65
Exchange Capital Management
Michigan
$1.11M +$502K +19,786 +82%
AWS
66
AJ Wealth Strategies
New York
$1.08M -$32.8K -1,291 -3%
CIA
67
Capital Investment Advisors
Georgia
$1.06M +$347K +13,677 +49%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$1.06M -$58.4K -2,300 -5%
RHP
69
Royal Harbor Partners
Texas
$969K +$82.7K +3,257 +9%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$949K – – –
SIC
71
Sigma Investment Counselors
Michigan
$929K -$609K -24,000 -40%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$918K +$607K +23,902 +196%
LB
73
Leo Brokerage
Texas
$906K +$905K +35,634 New
FAM
74
Forte Asset Management
New York
$900K – – –
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$897K +$896K +35,280 New
1 2
3
4 5

IBML Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2023, worth a combined $437M — up 2.4% from $426M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 16 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $17M. The largest seller was NewEdge Advisors, cutting an estimated $7.11M.

  • 170 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $437M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2023 was NewEdge Advisors, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2023.