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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

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

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2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
126
NovaPoint Capital
Georgia
– -$261K -10,236 Closed
AF
127
Arrow Financial
New York
– -$259K -10,156 Closed
DADC
128
D.A. Davidson & Co
Montana
– -$259K -10,141 Closed
WIC
129
Woodmont Investment Counsel
Tennessee
– -$255K -10,000 Closed
Deutsche Bank
130
Deutsche Bank
Germany
– -$250K -9,804 Closed
4WM
131
4J Wealth Management
Virginia
– -$250K -9,797 Closed
HS
132
Horan Securities
United States
– -$246K -9,631 Closed
GEA
133
Glen Eagle Advisors
New Jersey
– -$246K -9,623 Closed
KOMWMG
134
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$233K -9,125 Closed
GAM
135
Gould Asset Management
California
– -$215K -8,425 Closed
EPP
136
ETF Portfolio Partners
Kansas
– -$204K -8,003 Closed
HWM
137
HB Wealth Management
Georgia
– -$203K -7,958 Closed
MAS
138
Madden Advisory Services
Florida
– -$203K -7,953 Closed
BWM
139
BCS Wealth Management
Tennessee
– -$201K -7,882 Closed
PTC
140
Private Trust Company
Ohio
– -$198K -7,740 Closed
HIA
141
Harbor Investment Advisory
Maryland
– -$193K -7,553 Closed
PA
142
Parallel Advisors
California
– -$166K -6,500 Closed
PWA
143
Provenance Wealth Advisors
Florida
– -$143K -5,601 Closed
Bessemer Group
144
Bessemer Group
New Jersey
– -$127K -4,980 Closed
BBHC
145
Brown Brothers Harriman & Co
New York
– -$108K -4,243 Closed
MA
146
MCF Advisors
Kentucky
– -$105K -4,115 Closed
OP
147
ORG Partners
Indiana
– -$99.5K -3,900 Closed
FRA
148
Front Row Advisors
California
– -$89.3K -3,500 Closed
Comerica Bank
149
Comerica Bank
Texas
– -$43.3K -1,696 Closed
HI
150
Harbour Investments
Wisconsin
– -$35K -1,373 Closed
3 4 5
6
7

IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.