iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
79% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 29
33% more capital invested
Capital invested by funds: $268M → $356M (+$87.5M)
11% more funds holding
Funds holding: 126 → 140 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$15.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.41M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.87M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$45.1M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$720K |
| 3 |
Jane Street
New York
|
-$613K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$485K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$484K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
151
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6K | -255 | Closed |
|
152
Fidelity Investments
Boston,
Massachusetts
| – | -$3K | -122 | Closed |
|
IBML Hedge Fund Activity: Q2 2022 in Review
140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2022, worth a combined $356M — up 33% from $268M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBML positions and 11 closed out — a net gain of 15 holders — while 52 added to existing stakes and 29 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $45.1M.
- 140 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2022, up from 126 in Q1 2022.
- Funds reported $356M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2022, up 33% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2022 and 11 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $15.4M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $45.1M sold.
Based on aggregated 13F filings for Q2 2022.