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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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $242M → $257M (+$14.7M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 128 → 125 (-3)

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.61M
2
Bank of America
Bank of America
North Carolina
+$2.88M
3
Jane Street
Jane Street
New York
+$2.36M
4
Wells Fargo
Wells Fargo
California
+$2.04M
5
RFC
Regions Financial Corp
Alabama
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.83M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$810K
4
PWM
Paulson Wealth Management
Illinois
-$576K
5
PAG
Private Advisor Group
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
101
Gofen & Glossberg
Illinois
$214K – – –
5L
102
55I LLC
Massachusetts
$212K -$15.3K -590 -7%
WA
103
Wealthstar Advisors
Texas
$212K – – –
KA
104
Klingman & Associates
New York
$211K – – –
COF
105
Capital One Financial
Virginia
$208K – – –
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$207K – – –
HWM
107
HB Wealth Management
Georgia
$206K +$207K +7,958 New
VCM
108
Vigilant Capital Management
Maine
$142K +$10.4K +400 +8%
TWM
109
Tradition Wealth Management
Minnesota
$140K +$156 +6 +0.1%
Bessemer Group
110
Bessemer Group
New Jersey
$129K – – –
SC
111
Seldon Capital
California
$122K +$122K +4,693 New
FRA
112
Front Row Advisors
California
$91K – – –
AWA
113
Amplius Wealth Advisors
Pennsylvania
$69K +$70.1K +2,700 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$60K – – –
FNBOSM
115
First National Bank of South Miami
Florida
$58K – – –
SPIA
116
Steward Partners Investment Advisory
New York
$51K – – –
SCA
117
Snowden Capital Advisors
New York
$44K +$44.1K +1,700 New
BWL
118
Bogart Wealth LLC
Virginia
$39K – – –
HI
119
Harbour Investments
Wisconsin
$32K -$59K -2,271 -65%
1IA
120
1834 Investment Advisors
Wisconsin
$31K – – –
RIM
121
Rockbridge Investment Management
New York
$25K – – –
AF
122
Allworth Financial
California
$16K – – –
CAAS
123
Capital Asset Advisory Services
Michigan
$15K – – –
BlackRock
124
BlackRock
New York
$4K +$78 +3 +2%
BWM
125
Baystate Wealth Management
Massachusetts
$4K +$3.92K +151 New
2 3 4
5
6

IBML Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2021, worth a combined $257M — up 6.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBML and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 57 added.

The largest buyer was Gateway Advisory, adding an estimated $3.61M. The largest seller was HighTower Advisors, cutting an estimated $4.63M.

  • 125 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2021, down from 128 in Q3 2021.
  • Funds reported $257M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2021 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.61M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2021 was HighTower Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2021.