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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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2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
– -$761K -29,816 Closed
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
– -$709K -27,781 Closed
Corient Private Wealth
78
Corient Private Wealth
Florida
– -$696K -27,275 Closed
TF
79
TLWM Financial
Texas
– -$682K -26,720 Closed
SWP
80
Stratos Wealth Partners
Ohio
– -$678K -26,581 Closed
CFG
81
Carr Financial Group
Massachusetts
– -$654K -25,678 Closed
GHA
82
Granite Harbor Advisors
Texas
– -$637K -24,940 Closed
SSB
83
Sandy Spring Bank
Maryland
– -$633K -24,785 Closed
CIC
84
Carnegie Investment Counsel
Ohio
– -$615K -24,100 Closed
CAN
85
Cetera Advisor Networks
California
– -$614K -24,070 Closed
RCA
86
Resonant Capital Advisors
Wisconsin
– -$611K -23,954 Closed
CFMC
87
Curbstone Financial Management Corp
New Hampshire
– -$606K -23,750 Closed
BAM
88
Belpointe Asset Management
Nevada
– -$543K -21,283 Closed
AF
89
Allworth Financial
California
– -$536K -20,993 Closed
LNC
90
Lincoln National Corp
Pennsylvania
– -$514K -20,124 Closed
PGAM
91
Princeton Global Asset Management
New Jersey
– -$468K -18,321 Closed
KPWS
92
Kestra Private Wealth Services
Texas
– -$467K -18,295 Closed
PWS
93
Peloton Wealth Strategists
Indiana
– -$465K -18,200 Closed
ASN
94
Advisory Services Network
Georgia
– -$441K -17,284 Closed
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
– -$438K -17,163 Closed
TSS
96
Two Sigma Securities
New York
– -$421K -16,484 Closed
JAG
97
Journey Advisory Group
Kentucky
– -$410K -16,053 Closed
CCA
98
Cora Capital Advisors
New Jersey
– -$408K -16,000 Closed
FAFN
99
First Affirmative Financial Network
Colorado
– -$406K -15,891 Closed
EWA
100
EP Wealth Advisors
California
– -$397K -15,539 Closed
2 3
4
5 6

IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.