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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

123 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.81M)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
51
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
76
Cedar Brook Financial Partners
Ohio
$425K +$470 +18 +0.1%
BWM
77
BCS Wealth Management
Tennessee
$412K
CCA
78
Childress Capital Advisors
Texas
$410K
DADC
79
D.A. Davidson & Co
Montana
$388K -$254K -9,726 -40%
ST
80
Spinnaker Trust
Maine
$375K +$80K +3,061 +27%
Citadel Advisors
81
Citadel Advisors
Florida
$371K -$571K -21,848 -61%
CIA
82
Capital Investment Advisors
Georgia
$351K +$18.9K +725 +6%
WI
83
WrapManager Inc
California
$346K -$2.54K -97 -0.7%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$322K
NA
85
NewEdge Advisors
Louisiana
$308K -$5.96K -228 -2%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$276K +$10.1K +385 +4%
PGAM
87
Princeton Global Asset Management
New Jersey
$275K
ACS
88
Archford Capital Strategies
Illinois
$259K +$259K +9,929 New
5L
89
55I LLC
Massachusetts
$251K +$20.5K +785 +9%
GEA
90
Glen Eagle Advisors
New Jersey
$249K
ASN
91
Advisory Services Network
Georgia
$235K +$30.3K +1,159 +15%
GG
92
Gofen & Glossberg
Illinois
$228K -$39.2K -1,500 -15%
SPC
93
Sigma Planning Corp
Michigan
$227K +$18.2K +698 +9%
KCM
94
Kathmere Capital Management
Pennsylvania
$219K +$601 +23 +0.3%
WCWM
95
Willow Creek Wealth Management
California
$218K
OIA
96
OneDigital Investment Advisors
Kansas
$217K
OPS
97
Orion Portfolio Solutions
Nebraska
$217K
KA
98
Klingman & Associates
New York
$213K -$76.6K -2,931 -26%
COF
99
Capital One Financial
Virginia
$210K
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$208K

IBML Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2021, worth a combined $234M — up 3.5% from $226M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $2.88M. The largest seller was HighTower Advisors, cutting an estimated $4.49M.

  • 123 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $234M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2021 was HighTower Advisors, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2021.