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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
HB
101
Homrich & Berg
Georgia
$208K +$208K +7,958 New
CPSC
102
Carl P. Sherr & Co
Massachusetts
$205K +$205K +7,860 New
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$196K -$42.5K -1,627 -18%
TWM
104
Tradition Wealth Management
Minnesota
$141K +$105 +4 +0.1%
Bessemer Group
105
Bessemer Group
New Jersey
$131K
BCPWM
106
Bradley & Co Private Wealth Management
Florida
$129K
GWM
107
Geneos Wealth Management
Colorado
$120K +$5.59K +214 +5%
MA
108
MCF Advisors
Kentucky
$114K +$314 +12 +0.3%
HI
109
Harbour Investments
Wisconsin
$94K -$1.36K -52 -1%
FRA
110
Front Row Advisors
California
$91K
SPIA
111
Steward Partners Investment Advisory
New York
$69K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$60K +$60.4K +2,310 New
FNBOSM
113
First National Bank of South Miami
Florida
$58K
VCM
114
Vigilant Capital Management
Maine
$57K +$4.57K +175 +9%
BWL
115
Bogart Wealth LLC
Virginia
$40K
1IA
116
1834 Investment Advisors
Wisconsin
$31K
FGAM
117
Financial Gravity Asset Management
Texas
$26K +$16.7K +641 New
RIM
118
Rockbridge Investment Management
New York
$25K
AF
119
Allworth Financial
California
$17K
CAAS
120
Capital Asset Advisory Services
Michigan
$15K
PMFA
121
Plante Moran Financial Advisors
Michigan
$14K +$14.5K +555 New
WQ
122
Wealth Quarterback
New Jersey
$13K +$12.8K +490 New
KFAA
123
Klaas Financial Asset Advisors
Illinois
$10K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$3K +$3.16K +121 +12,100%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$586K -22,403 Closed

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.