iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$43.6M |
| 2 |
Morgan Stanley
New York
|
-$21.8M |
| 3 |
Jane Street
New York
|
-$18.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.5M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
151
Farther Finance Advisors
San Francisco,
California
| – | -$33.5K | -1,312 | Closed |
|
|
SSWM
152
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$25.5K | -1,000 | Closed |
|
|
TSWM
153
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$26K | -1,000 | Closed |
|
154
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$22.6K | -887 | Closed |
|
|
BWL
155
Bogart Wealth LLC
Mclean,
Virginia
| – | -$14.6K | -571 | Closed |
|
|
SC
156
Stephens Consulting
Flint,
Michigan
| – | -$7.99K | -313 | Closed |
|
|
HCA
157
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$7.75K | -304 | Closed |
|
158
Fidelity Investments
Boston,
Massachusetts
| – | -$5.77K | -226 | Closed |
|
|
LWANC
159
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$4.77K | -187 | Closed |
|
160
JP Morgan Chase
New York
| – | -$4.75K | -186 | Closed |
|
161
BlackRock
New York
| – | -$3.63K | -142 | Closed |
|
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.