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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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19 hedge funds and large institutions have $8.91M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

169% more capital invested

Capital invested by funds: $3.31M → $8.91M (+$5.59M)

90% more funds holding

Funds holding: 10 → 19 (+9)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$1.35M
2
BA
Boston Advisors
Massachusetts
+$1.04M
3
CIC
Carnegie Investment Counsel
Ohio
+$575K
4
Wells Fargo
Wells Fargo
California
+$558K
5
Bank of America
Bank of America
North Carolina
+$478K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$807K
2
DADC
D.A. Davidson & Co
Montana
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.77M +$478K +18,646 +37%
CIM
2
Confluence Investment Management
Missouri
$1.34M +$1.35M +52,451 New
BA
3
Boston Advisors
Massachusetts
$1.04M +$1.04M +40,686 New
Wells Fargo
4
Wells Fargo
California
$754K +$558K +21,752 +278%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$607K +$59.9K +2,336 +11%
CIC
6
Carnegie Investment Counsel
Ohio
$572K +$575K +22,414 New
VF
7
Virtu Financial
New York
$438K +$440K +17,152 New
ADL
8
Asset Dedication LLC
California
$419K +$421K +16,426 New
LNC
9
Lincoln National Corp
Pennsylvania
$365K +$368K +14,324 New
Morgan Stanley
10
Morgan Stanley
New York
$345K +$348K +13,550 New
AFP
11
Ausdal Financial Partners
Iowa
$327K +$45.7K +1,782 +16%
UBS Group
12
UBS Group
Switzerland
$259K +$253K +9,846 +3,250%
REMPR
13
Roof Eidam Maycock Peralta (REMP)
California
$204K +$205K +8,000 New
JP Morgan Chase
14
JP Morgan Chase
New York
$190K +$29.5K +1,150 +18%
US Bancorp
15
US Bancorp
Minnesota
$159K +$160K +6,253 New
VCM
16
Vigilant Capital Management
Maine
$78K +$78.6K +3,062 New
FFW
17
Fusion Family Wealth
New York
$31K +$14.9K +582 +90%
SEI Investments
18
SEI Investments
Pennsylvania
$11K +$11.1K +432 New
BlackRock
19
BlackRock
New York
$3K +$1.39K +54 +95%
Jane Street
20
Jane Street
New York
– -$807K -31,814 Closed
DADC
21
D.A. Davidson & Co
Montana
– -$13K -525 Closed

IBML Hedge Fund Activity: Q3 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2017, worth a combined $8.91M — up 169% from $3.31M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBML positions and 2 closed out — a net gain of 9 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $1.35M. The largest seller was Jane Street, exiting entirely with an estimated $807K sold.

  • 19 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2017, up from 10 in Q2 2017.
  • Funds reported $8.91M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2017, up 169% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2017 and 2 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2017 was Confluence Investment Management, an estimated $1.35M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2017 was Jane Street, an estimated $807K sold.

Based on aggregated 13F filings for Q3 2017.