iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.35M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.85M |
| 3 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
+$1.59M |
| 4 |
Morgan Stanley
New York
|
+$1.51M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$3.19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$527K |
| 3 |
Jane Street
New York
|
-$433K |
| 4 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$268K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$221K |
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.