iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
126 hedge funds and large institutions have $268M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 8 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 33
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more capital invested
Capital invested by funds: $257M → $268M (+$11M)
1% more funds holding
Funds holding: 125 → 126 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$45.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.51M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.03M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.02M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.06M |
| 2 |
Jane Street
New York
|
-$1.71M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$784K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$697K |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$675K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
BWM
127
Baystate Wealth Management
Boston,
Massachusetts
| $2K | -$1.62K | -63 | -42% |
|
|
FNC
128
First National Corp
Rockland,
Massachusetts
| – | -$675K | -26,056 | Closed |
|
|
OMC
129
Old Mission Capital
Chicago,
Illinois
| – | -$502K | -19,382 | Closed |
|
|
CCA
130
Childress Capital Advisors
Houston,
Texas
| – | -$408K | -15,730 | Closed |
|
|
FTUS
131
Flow Traders U.S.
New York
| – | -$214K | -8,261 | Closed |
|
|
5L
132
55I LLC
Boston,
Massachusetts
| – | -$212K | -8,194 | Closed |
|
|
COF
133
Capital One Financial
Mclean,
Virginia
| – | -$208K | -8,028 | Closed |
|
|
AWA
134
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$69K | -2,700 | Closed |
|
|
SCA
135
Snowden Capital Advisors
New York
| – | -$44K | -1,700 | Closed |
|
IBML Hedge Fund Activity: Q1 2022 in Review
126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2022, worth a combined $268M — up 4.3% from $257M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBML positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 33 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $45.5M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.
- 126 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2022, up from 125 in Q4 2021.
- Funds reported $268M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2022, up 4.3% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2022 and 8 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $45.5M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.06M sold.
Based on aggregated 13F filings for Q1 2022.