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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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2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
101
Northern Trust
Illinois
– -$386K -15,125 Closed
AIP
102
Ameritas Investment Partners
Nebraska
– -$385K -15,086 Closed
ACS
103
Archford Capital Strategies
Illinois
– -$362K -14,189 Closed
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
– -$349K -13,681 Closed
WI
105
WrapManager Inc
California
– -$341K -13,357 Closed
BFG
106
Beacon Financial Group
Texas
– -$337K -13,200 Closed
NWM
107
Northcape Wealth Management
New York
– -$328K -12,846 Closed
RCAG
108
Rehmann Capital Advisory Group
Michigan
– -$316K -12,367 Closed
ST
109
Spinnaker Trust
Maine
– -$313K -12,267 Closed
OA
110
Operose Advisors
Wisconsin
– -$312K -12,228 Closed
CIM
111
Confluence Investment Management
Missouri
– -$310K -12,126 Closed
BL
112
Balentine LLC
Georgia
– -$304K -11,900 Closed
CSPAM
113
Cary Street Partners Asset Management
Virginia
– -$300K -11,763 Closed
WHCI
114
W.H. Cornerstone Investments
Massachusetts
– -$299K -11,710 Closed
AWM
115
AE Wealth Management
Kansas
– -$295K -11,539 Closed
MML Investors Services
116
MML Investors Services
Massachusetts
– -$292K -11,433 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$288K -11,294 Closed
CCM
118
Coldstream Capital Management
Washington
– -$284K -11,138 Closed
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
– -$282K -11,053 Closed
IWM
120
IHT Wealth Management
Illinois
– -$279K -10,948 Closed
SPC
121
Sigma Planning Corp
Michigan
– -$278K -10,880 Closed
WA
122
Wealthstar Advisors
Texas
– -$265K -10,380 Closed
TWM
123
Tradition Wealth Management
Minnesota
– -$264K -10,358 Closed
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
– -$262K -10,275 Closed
SWA
125
Stratos Wealth Advisors
Ohio
– -$262K -10,260 Closed
3 4
5
6 7

IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.