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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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170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $426M → $437M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 171 → 170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$17M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.42M
3
Ameriprise
Ameriprise
Minnesota
+$1.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$1.79M
5
FTUS
Flow Traders U.S.
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$7.11M
2
Morgan Stanley
Morgan Stanley
New York
-$4.92M
3
Stifel Financial
Stifel Financial
Missouri
-$3.46M
4
Bank of America
Bank of America
North Carolina
-$3.16M
5
MMA
Miracle Mile Advisors
California
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
Valmark Advisers
Ohio
$888K -$31.7K -1,247 -3%
SSB
77
Sandy Spring Bank
Maryland
$849K -$62.7K -2,470 -7%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$824K -$2.42M -95,450 -75%
CFG
79
Carr Financial Group
Massachusetts
$806K – – –
SWMG
80
Signature Wealth Management Group
Georgia
$800K +$44.2K +1,743 +6%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$797K +$111K +4,356 +16%
AWM
82
Apollon Wealth Management
South Carolina
$743K -$30.5K -1,200 -4%
CIC
83
Carnegie Investment Counsel
Ohio
$727K – – –
CAAS
84
Capital Asset Advisory Services
Michigan
$701K – – –
VNB
85
Virginia National Bank
Virginia
$696K +$2.34K +92 +0.3%
TF
86
TLWM Financial
Texas
$679K – – –
GHA
87
Granite Harbor Advisors
Texas
$641K +$295K +11,614 +85%
AWS
88
Atria Wealth Solutions
New York
$625K – – –
IA
89
IFP Advisors
Florida
$547K -$185K -7,279 -25%
WHCI
90
W.H. Cornerstone Investments
Massachusetts
$545K -$20.6K -811 -4%
BAM
91
Belpointe Asset Management
Nevada
$545K +$19.5K +768 +4%
JAG
92
Journey Advisory Group
Kentucky
$543K +$542K +21,353 New
RWA
93
Redhawk Wealth Advisors
Minnesota
$541K +$540K +21,279 New
AF
94
Allworth Financial
California
$525K – – –
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$521K +$41.3K +1,628 +9%
EPP
96
ETF Portfolio Partners
Kansas
$520K – – –
LNC
97
Lincoln National Corp
Pennsylvania
$509K +$175K +6,896 +53%
ASN
98
Advisory Services Network
Georgia
$507K +$381 +15 +0.1%
Lido Advisors
99
Lido Advisors
California
$501K +$500K +19,707 New
NWM
100
Northcape Wealth Management
New York
$490K -$76.7K -3,020 -14%
2 3
4
5 6

IBML Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2023, worth a combined $437M — up 2.4% from $426M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 16 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $17M. The largest seller was NewEdge Advisors, cutting an estimated $7.11M.

  • 170 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $437M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2023 was NewEdge Advisors, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2023.