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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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

4% more funds holding

Funds holding: 123 → 128 (+5)

4% more capital invested

Capital invested by funds: $234M → $242M (+$8.74M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.97M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.96M
3
Truist Financial
Truist Financial
North Carolina
+$1.87M
4
LIM
Leavell Investment Management
Alabama
+$1.13M
5
AWM
Apollon Wealth Management
South Carolina
+$896K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$2.81M
2
Jane Street
Jane Street
New York
-$1.2M
3
RFC
Regions Financial Corp
Alabama
-$544K
4
UBS Group
UBS Group
Switzerland
-$514K
5
BPA
Beacon Pointe Advisors
California
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
101
Willow Creek Wealth Management
California
$217K – – –
OIA
102
OneDigital Investment Advisors
Kansas
$216K – – –
OPS
103
Orion Portfolio Solutions
Nebraska
$216K – – –
GG
104
Gofen & Glossberg
Illinois
$215K -$13K -500 -6%
WA
105
Wealthstar Advisors
Texas
$213K +$213K +8,180 New
KA
106
Klingman & Associates
New York
$212K – – –
COF
107
Capital One Financial
Virginia
$209K – – –
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$207K – – –
HB
109
Homrich & Berg
Georgia
$207K – – –
TWM
110
Tradition Wealth Management
Minnesota
$140K +$104 +4 +0.1%
VCM
111
Vigilant Capital Management
Maine
$132K +$75.6K +2,900 +133%
Bessemer Group
112
Bessemer Group
New Jersey
$129K -$522 -20 -0.4%
GWM
113
Geneos Wealth Management
Colorado
$114K -$5.58K -214 -5%
MA
114
MCF Advisors
Kentucky
$113K +$313 +12 +0.3%
HI
115
Harbour Investments
Wisconsin
$91K -$2.45K -94 -3%
FRA
116
Front Row Advisors
California
$91K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$60K – – –
FNBOSM
118
First National Bank of South Miami
Florida
$58K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$52K -$17.1K -655 -25%
BWL
120
Bogart Wealth LLC
Virginia
$40K – – –
1IA
121
1834 Investment Advisors
Wisconsin
$31K – – –
PA
122
Parallel Advisors
California
$26K +$26.1K +1,000 New
RIM
123
Rockbridge Investment Management
New York
$25K – – –
AF
124
Allworth Financial
California
$17K – – –
CAAS
125
Capital Asset Advisory Services
Michigan
$15K – – –
2 3 4
5
6

IBML Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2021, worth a combined $242M — up 3.7% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBML positions and 5 closed out — a net gain of 5 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $1.97M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $2.81M.

  • 128 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $242M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $1.97M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2021.