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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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115 hedge funds and large institutions have $212M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

165% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 17

16% more funds holding

Funds holding: 99 → 115 (+16)

10% more capital invested

Capital invested by funds: $192M → $212M (+$19.4M)

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.35M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$1.85M
3
ACM
Azimuth Capital Management
Michigan
+$1.59M
4
Morgan Stanley
Morgan Stanley
New York
+$1.51M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$3.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$527K
3
Jane Street
Jane Street
New York
-$433K
4
1IA
1834 Investment Advisors
Wisconsin
-$268K
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$349K – – –
PCH
77
PGIM Custom Harvest
New Jersey
$330K +$330K +12,614 New
KA
78
Klingman & Associates
New York
$321K – – –
LWM
79
Laidlaw Wealth Management
New York
$315K – – –
LNC
80
Lincoln National Corp
Pennsylvania
$304K +$305K +11,624 New
FTUS
81
Flow Traders U.S.
New York
$296K +$296K +11,311 New
GG
82
Gofen & Glossberg
Illinois
$268K +$269K +10,250 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$267K +$23.4K +893 +10%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$240K +$28.7K +1,094 +14%
KPWS
85
Kestra Private Wealth Services
Texas
$236K – – –
Truist Financial
86
Truist Financial
North Carolina
$235K +$235K +8,967 New
Citadel Advisors
87
Citadel Advisors
Florida
$232K +$232K +8,841 New
PGAM
88
Princeton Global Asset Management
New Jersey
$226K +$125K +4,765 +124%
ACS
89
Archford Capital Strategies
Illinois
$223K +$10.7K +408 +5%
WCWM
90
Willow Creek Wealth Management
California
$219K +$219K +8,358 New
OIA
91
OneDigital Investment Advisors
Kansas
$218K – – –
OPS
92
Orion Portfolio Solutions
Nebraska
$218K – – –
KCM
93
Kathmere Capital Management
Pennsylvania
$218K +$917 +35 +0.4%
COF
94
Capital One Financial
Virginia
$210K – – –
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$209K – – –
SPC
96
Sigma Planning Corp
Michigan
$209K +$209K +7,984 New
BCM
97
Brookstone Capital Management
Illinois
$208K +$208K +7,953 New
FCA
98
FinTrust Capital Advisors
South Carolina
$172K – – –
GEA
99
Glen Eagle Advisors
New Jersey
$161K – – –
TWM
100
Tradition Wealth Management
Minnesota
$141K +$141K +5,375 New
1 2 3
4
5

IBML Hedge Fund Activity: Q4 2020 in Review

115 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2020, worth a combined $212M — up 10% from $192M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBML positions and 4 closed out — a net gain of 16 holders — while 45 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.35M. The largest seller was PFS Investments, exiting entirely with an estimated $3.19M sold.

  • 115 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $212M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2020 and 4 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $3.35M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2020 was PFS Investments, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2020.