iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
| 3 |
Jane Street
New York
|
+$2.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.04M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.63M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.83M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$810K |
| 4 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
-$576K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$472K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
MPWT
127
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$810K | -31,143 | Closed |
|
128
Citadel Advisors
Miami,
Florida
| – | -$447K | -17,174 | Closed |
|
|
WIC
129
Whitegate Investment Counselors
Concord,
New Hampshire
| – | -$435K | -16,725 | Closed |
|
|
LNC
130
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$271K | -10,440 | Closed |
|
|
SPC
131
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$227K | -8,721 | Closed |
|
|
OIA
132
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$216K | -8,320 | Closed |
|
|
OPS
133
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$216K | -8,320 | Closed |
|
|
GWM
134
Geneos Wealth Management
Englewood,
Colorado
| – | -$114K | -4,401 | Closed |
|
|
MA
135
MCF Advisors
Covington,
Kentucky
| – | -$113K | -4,362 | Closed |
|
|
PA
136
Parallel Advisors
San Francisco,
California
| – | -$26K | -1,000 | Closed |
|
|
KFAA
137
Klaas Financial Asset Advisors
Loves Park,
Illinois
| – | -$10K | -382 | Closed |
|
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.