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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $426M → $437M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
101
Peloton Wealth Strategists
Indiana
$463K
FAFN
102
First Affirmative Financial Network
Colorado
$422K -$7.36K -290 -2%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$417K +$100K +3,942 +32%
PGAM
104
Princeton Global Asset Management
New Jersey
$416K +$60.9K +2,400 +17%
CCA
105
Cora Capital Advisors
New Jersey
$407K +$406K +16,000 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$404K +$20.9K +825 +5%
AWM
107
AE Wealth Management
Kansas
$399K +$46.3K +1,824 +13%
WI
108
WrapManager Inc
California
$397K -$863 -34 -0.2%
AIP
109
Ameritas Investment Partners
Nebraska
$396K +$10.3K +404 +3%
KPWS
110
Kestra Private Wealth Services
Texas
$379K -$159K -6,251 -30%
WSTAM
111
Wilbanks Smith & Thomas Asset Management
Virginia
$371K
GPA
112
Guidance Point Advisors
Massachusetts
$369K +$305 +12 +0.1%
ACS
113
Archford Capital Strategies
Illinois
$355K -$5.1K -201 -1%
CSPAM
114
Cary Street Partners Asset Management
Virginia
$337K
BFG
115
Beacon Financial Group
Texas
$334K +$1.35K +53 +0.4%
AM
116
Atwater Malick
Pennsylvania
$334K +$42K +1,656 +14%
CAN
117
Cetera Advisor Networks
California
$332K -$486K -19,144 -59%
ST
118
Spinnaker Trust
Maine
$312K -$9.65K -380 -3%
CCM
119
Coldstream Capital Management
Washington
$304K +$303K +11,946 New
CIM
120
Confluence Investment Management
Missouri
$303K -$2.77M -109,241 -90%
BL
121
Balentine LLC
Georgia
$303K
MML Investors Services
122
MML Investors Services
Massachusetts
$300K -$344K -13,542 -53%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$294K +$294K +11,580 New
MAS
124
Madden Advisory Services
Florida
$290K -$355 -14 -0.1%
NC
125
NovaPoint Capital
Georgia
$290K

IBML Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2023, worth a combined $437M — up 2.4% from $426M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 16 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $17M. The largest seller was NewEdge Advisors, cutting an estimated $7.11M.

  • 170 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $437M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2023 was NewEdge Advisors, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2023.