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

2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
51
Blue Square Asset Management
New York
– -$1.45M -56,853 Closed
CIAS
52
CFS Investment Advisory Services
New Jersey
– -$1.43M -56,181 Closed
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
– -$1.39M -54,348 Closed
CIA
54
Capital Investment Advisors
Georgia
– -$1.35M -53,020 Closed
EIA
55
Eldridge Investment Advisors
New Hampshire
– -$1.3M -51,023 Closed
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
– -$1.27M -49,785 Closed
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
– -$1.25M -48,993 Closed
VA
58
Valmark Advisers
Ohio
– -$1.24M -48,500 Closed
AM
59
Atwater Malick
Pennsylvania
– -$1.21M -47,527 Closed
RAG
60
RIA Advisory Group
Iowa
– -$1.17M -45,867 Closed
SC
61
Savant Capital
Illinois
– -$1.16M -45,624 Closed
P
62
Paradiem
Louisiana
– -$1.16M -45,498 Closed
Stifel Financial
63
Stifel Financial
Missouri
– -$1.14M -44,788 Closed
APP
64
Avantax Planning Partners
Iowa
– -$1.13M -44,191 Closed
ECM
65
Exchange Capital Management
Michigan
– -$1.12M -43,921 Closed
HBT
66
Hills Bank & Trust
Iowa
– -$1.11M -43,494 Closed
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
– -$1.08M -42,430 Closed
RHP
68
Royal Harbor Partners
Texas
– -$963K -37,725 Closed
GSIAS
69
Garden State Investment Advisory Services
New Jersey
– -$959K -37,557 Closed
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
– -$952K -37,305 Closed
PPWM
71
PFG Private Wealth Management
Florida
– -$952K -37,297 Closed
PAG
72
Private Advisor Group
New Jersey
– -$894K -35,030 Closed
SVWAG
73
Sound View Wealth Advisors Group
Georgia
– -$883K -34,608 Closed
Lido Advisors
74
Lido Advisors
California
– -$834K -32,677 Closed
AWM
75
Apollon Wealth Management
South Carolina
– -$806K -31,584 Closed
1 2
3
4 5

IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.