iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.96M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.87M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$1.13M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$2.81M |
| 2 |
Jane Street
New York
|
-$1.2M |
| 3 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$544K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$514K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFAA
126
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $10K | – | – | – |
|
|
WQ
127
Wealth Quarterback
Toms River,
New Jersey
| $8K | -$5.06K | -194 | -40% |
|
128
BlackRock
New York
| $4K | +$3.63K | +139 | New |
|
129
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
130
Jane Street
New York
| – | -$1.2M | -45,796 | Closed |
|
|
BPA
131
Beacon Pointe Advisors
Newport Beach,
California
| – | -$492K | -18,853 | Closed |
|
|
BCPWM
132
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$129K | -4,953 | Closed |
|
|
FGAM
133
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$26K | -641 | Closed |
|
|
PMFA
134
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$14.5K | -555 | Closed |
|
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.