iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
79 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
20% more capital invested
Capital invested by funds: $121M → $145M (+$23.8M)
10% more funds holding
Funds holding: 72 → 79 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$5.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.92M |
| 3 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$2.57M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.98M |
| 5 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$625K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$607K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$584K |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$548K |
| 5 |
BCM
Bienville Capital Management
New York
|
-$309K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFW
76
Fusion Family Wealth
Woodbury,
New York
| $32K | – | – | – |
|
|
TF
77
TimeScale Financial
Danvers,
Massachusetts
| $32K | – | – | – |
|
|
DP
78
Denver PWM
Denver,
Colorado
| $21.2K | +$21.3K | +824 | New |
|
79
BlackRock
New York
| $4K | – | – | – |
|
|
RCAG
80
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$625K | -24,285 | Closed |
|
|
BCM
81
Bienville Capital Management
New York
| – | -$309K | -12,000 | Closed |
|
|
BCI
82
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$223K | -8,686 | Closed |
|
|
BFEC
83
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$166K | -6,455 | Closed |
|
|
TA
84
TCG Advisors
Austin,
Texas
| – | -$29K | -1,140 | Closed |
|
|
BEI
85
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$3K | -116 | Closed |
|
IBML Hedge Fund Activity: Q3 2019 in Review
79 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2019, worth a combined $145M — up 20% from $121M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBML positions and 6 closed out — a net gain of 7 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $5.11M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $625K sold.
- 79 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2019, up from 72 in Q2 2019.
- Funds reported $145M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2019 and 6 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2019 was Gateway Advisory, an estimated $5.11M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $625K sold.
Based on aggregated 13F filings for Q3 2019.