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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 8995 (+6)

6% more capital invested

Capital invested by funds: $163M → $173M (+$9.65M)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
76
Archford Capital Strategies
Illinois
$228K +$226K +8,685 New
KCM
77
Kathmere Capital Management
Pennsylvania
$217K +$831 +32 +0.4%
COF
78
Capital One Financial
Virginia
$211K
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$209K +$207K +7,968 New
FCA
80
FinTrust Capital Advisors
South Carolina
$173K
GEA
81
Glen Eagle Advisors
New Jersey
$161K
OPS
82
Orion Portfolio Solutions
Nebraska
$158K
1IA
83
1834 Investment Advisors
Wisconsin
$142K +$33.6K +1,295 +32%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$139K +$4.05K +156 +3%
GWM
85
Geneos Wealth Management
Colorado
$115K +$33.3K +1,283 +41%
MA
86
MCF Advisors
Kentucky
$113K +$26 +1 +0%
PGAM
87
Princeton Global Asset Management
New Jersey
$100K
SPIA
88
Steward Partners Investment Advisory
New York
$69K
PIMG
89
Patriot Investment Management Group
Tennessee
$51.9K +$51.4K +1,980 New
BWL
90
Bogart Wealth LLC
Virginia
$40K +$39.5K +1,520 New
FRA
91
Front Row Advisors
California
$39K +$26K +1,000 +200%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$36K +$35.3K +1,360 New
BlackRock
93
BlackRock
New York
$26K +$21.7K +836 +606%
VCM
94
Vigilant Capital Management
Maine
$25K -$909 -35 -4%
RIM
95
Rockbridge Investment Management
New York
$25K +$25.2K +971 New
TF
96
TimeScale Financial
Massachusetts
$3K
LF
97
LifeSteps Financial
California
-$1.57M -61,152 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$1.56M -60,793 Closed
AIC
99
Ameritas Investment Company
Nebraska
-$56K -2,189 Closed
ASN
100
Advisory Services Network
Georgia
-$50K -1,945 Closed

IBML Hedge Fund Activity: Q2 2020 in Review

95 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2020, worth a combined $173M — up 5.9% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBML positions and 7 closed out — a net gain of 6 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.61M.

  • 95 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2020, up from 89 in Q1 2020.
  • Funds reported $173M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2020, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $4.96M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2020.