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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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119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $212M → $226M (+$13.9M)

3% more funds holding

Funds holding: 115 → 119 (+4)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.82M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.5M
3
Bank of America
Bank of America
North Carolina
+$1.44M
4
US Bancorp
US Bancorp
Minnesota
+$1.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
CDIA
Capital Directions Investment Advisors
Georgia
-$907K
3
PCH
PGIM Custom Harvest
New Jersey
-$330K
4
LWM
Laidlaw Wealth Management
New York
-$315K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$141K +$52 +2 +0%
Bessemer Group
102
Bessemer Group
New Jersey
$131K +$131K +5,000 New
BCPWM
103
Bradley & Co Private Wealth Management
Florida
$130K +$130K +4,953 New
GWM
104
Geneos Wealth Management
Colorado
$115K – – –
MA
105
MCF Advisors
Kentucky
$114K +$236 +9 +0.2%
HI
106
Harbour Investments
Wisconsin
$95K +$95.4K +3,644 New
FRA
107
Front Row Advisors
California
$92K +$26.2K +1,000 +40%
AIC
108
Ameritas Investment Company
Nebraska
$80.4K +$80.5K +3,074 New
SPIA
109
Steward Partners Investment Advisory
New York
$69.1K – – –
FNBOSM
110
First National Bank of South Miami
Florida
$58K – – –
VCM
111
Vigilant Capital Management
Maine
$53K – – –
BWL
112
Bogart Wealth LLC
Virginia
$40K – – –
1IA
113
1834 Investment Advisors
Wisconsin
$31K – – –
RIM
114
Rockbridge Investment Management
New York
$25K – – –
AF
115
Allworth Financial
California
$17K – – –
CAAS
116
Capital Asset Advisory Services
Michigan
$15K +$14.7K +562 New
KFAA
117
Klaas Financial Asset Advisors
Illinois
$10K +$10K +382 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$8K +$8.22K +314 New
CDIA
119
Capital Directions Investment Advisors
Georgia
– -$907K -34,632 Closed
PCH
120
PGIM Custom Harvest
New Jersey
– -$330K -12,614 Closed
LWM
121
Laidlaw Wealth Management
New York
– -$315K -12,013 Closed
FTUS
122
Flow Traders U.S.
New York
– -$296K -11,311 Closed
ACS
123
Archford Capital Strategies
Illinois
– -$223K -8,515 Closed
QCG
124
Quadrant Capital Group
Ohio
– -$61K -2,320 Closed
IA
125
IFP Advisors
Florida
– -$50K -1,909 Closed
2 3 4
5
6

IBML Hedge Fund Activity: Q1 2021 in Review

119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2021, worth a combined $226M — up 6.6% from $212M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBML positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 119 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2021, up from 115 in Q4 2020.
  • Funds reported $226M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2021 and 9 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.82M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2021 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2021.