iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
72 hedge funds and large institutions have $121M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 8 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 8
4% more capital invested
Capital invested by funds: $117M → $121M (+$4.41M)
3% less funds holding
Funds holding: 74 → 72 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.36M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$1.1M |
| 3 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$1.05M |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$738K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$5.3M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$1.47M |
| 3 |
Jane Street
New York
|
-$911K |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$334K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of New York Mellon
New York
| – | -$223K | -8,756 | Closed |
|
|
SSWM
77
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$204K | -8,000 | Closed |
|
|
WCM
78
WealthBridge Capital Management
Westerville,
Ohio
| – | -$120K | -4,700 | Closed |
|
|
FNC
79
First National Corp
Rockland,
Massachusetts
| – | -$72K | -2,810 | Closed |
|
|
TC
80
Trust Company
Manhattan,
Kansas
| – | -$30K | -1,188 | Closed |
|
IBML Hedge Fund Activity: Q2 2019 in Review
72 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2019, worth a combined $121M — up 3.8% from $117M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IBML and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $1.36M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $5.3M.
- 72 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2019, down from 74 in Q1 2019.
- Funds reported $121M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2019, up 3.8% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2019 and 8 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.36M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2019 was Signature Estate & Investment Advisors, an estimated $5.3M sold.
Based on aggregated 13F filings for Q2 2019.