We are live on ! Find out more
IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

IBML was delisted on the 1st of December, 2023.

Back to rankings

166 hedge funds and large institutions have $377M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 170 → 166 (-4)

14% less capital invested

Capital invested by funds: $437M → $377M (-$59.6M)

23% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 69

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
53
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.13M
2
SFA
Source Financial Advisors
New York
+$2.09M
3
BPA
Beacon Pointe Advisors
California
+$1.8M
4
EWA
EP Wealth Advisors
California
+$582K
5
AM
Atwater Malick
Pennsylvania
+$490K

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$15.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.3M
3
Jane Street
Jane Street
New York
-$10.1M
4
Bank of America
Bank of America
North Carolina
-$3.59M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$262K – – –
SWA
127
Stratos Wealth Advisors
Ohio
$262K – – –
NC
128
NovaPoint Capital
Georgia
$261K -$29.5K -1,162 -10%
AF
129
Arrow Financial
New York
$259K – – –
DADC
130
D.A. Davidson & Co
Montana
$258K -$29.9K -1,175 -10%
WIC
131
Woodmont Investment Counsel
Tennessee
$255K – – –
IWM
132
IHT Wealth Management
Illinois
$252K +$1.02K +40 +0.4%
4WM
133
4J Wealth Management
Virginia
$249K +$18.5K +728 +8%
TWM
134
Tradition Wealth Management
Minnesota
$248K +$203 +8 +0.1%
HS
135
Horan Securities
United States
$246K -$7.4K -291 -3%
GEA
136
Glen Eagle Advisors
New Jersey
$245K +$331 +13 +0.1%
RWM
137
Revisor Wealth Management
Ohio
$234K +$4.32K +170 +2%
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$231K +$11K +434 +5%
GAM
139
Gould Asset Management
California
$215K -$1.02K -40 -0.5%
EPP
140
ETF Portfolio Partners
Kansas
$204K -$317K -12,452 -61%
HWM
141
HB Wealth Management
Georgia
$203K – – –
SRC
142
Shufro Rose & Co
New York
$201K – – –
BWM
143
BCS Wealth Management
Tennessee
$201K – – –
HIA
144
Harbor Investment Advisory
Maryland
$193K +$3.97K +156 +2%
PTC
145
Private Trust Company
Ohio
$181K – – –
PA
146
Parallel Advisors
California
$166K – – –
VCM
147
Vigilant Capital Management
Maine
$160K +$7.63K +300 +5%
Bessemer Group
148
Bessemer Group
New Jersey
$127K – – –
MA
149
MCF Advisors
Kentucky
$104K +$432 +17 +0.4%
OP
150
ORG Partners
Indiana
$99.3K +$99.2K +3,900 New
4 5
6
7 8

IBML Hedge Fund Activity: Q2 2023 in Review

166 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2023, worth a combined $377M — down 14% from $437M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBML and 8 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $4.13M. The largest seller was Mercer Global Advisors, cutting an estimated $15.3M.

  • 166 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2023, down from 170 in Q1 2023.
  • Funds reported $377M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $4.13M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.