iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
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.
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: 119 → 123 (+4)
3% more capital invested
Capital invested by funds: $226M → $234M (+$7.81M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$2.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.23M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.14M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.49M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$1.85M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$586K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
126
Brookstone Capital Management
Wheaton,
Illinois
| – | -$207K | -7,920 | Closed |
|
|
FCA
127
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$172K | -6,582 | Closed |
|
|
AIC
128
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$80.4K | -3,074 | Closed |
|
129
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8K | -314 | 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.