iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.
443% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 7
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
20% more funds holding
Funds holding: 142 → 171 (+29)
20% more capital invested
Capital invested by funds: $356M → $426M (+$70.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 2 |
Morgan Stanley
New York
|
+$11.7M |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$8.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.21M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$44.7M |
| 2 |
Jane Street
New York
|
-$10.6M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.14M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.09M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$758K |
IBML Hedge Fund Activity: Q4 2022 in Review
171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2022, worth a combined $426M — up 20% from $356M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBML positions and 7 closed out — a net gain of 31 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $44.7M.
- 171 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2022, up from 142 in Q3 2022.
- Funds reported $426M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2022 and 7 closed out, a net change of +31 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2022 was Bank of America, an estimated $15.4M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $44.7M sold.
Based on aggregated 13F filings for Q4 2022.