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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

44 hedge funds and large institutions have $41.5M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

95% more capital invested

Capital invested by funds: $21.3M → $41.5M (+$20.2M)

47% more funds holding

Funds holding: 3044 (+14)

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
19
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.23M +$1.65M +66,103 +46%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.99M +$5.02M +200,589 New
Morgan Stanley
3
Morgan Stanley
New York
$3.36M +$2.23M +89,109 +194%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.53M +$2.54M +101,713 New
Jane Street
5
Jane Street
New York
$2.49M +$2.5M +100,126 New
ADL
6
Asset Dedication LLC
California
$2M +$49.9K +1,995 +3%
Wells Fargo
7
Wells Fargo
California
$1.93M +$422K +16,868 +28%
US Bancorp
8
US Bancorp
Minnesota
$1.9M +$1.11M +44,394 +138%
UBS Group
9
UBS Group
Switzerland
$1.73M +$916K +36,606 +111%
CIM
10
Confluence Investment Management
Missouri
$1.71M +$404K +16,142 +31%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M +$1.24M +49,449 +420%
CTC
12
Central Trust Company
Missouri
$1.48M +$423K +16,900 +40%
BA
13
Boston Advisors
Massachusetts
$1.04M -$18.2K -728 -2%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$987K +$276K +11,030 +39%
LNC
15
Lincoln National Corp
Pennsylvania
$921K -$460K -18,374 -33%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$907K +$911K +36,424 New
CIC
17
Carnegie Investment Counsel
Ohio
$607K -$18.8K -750 -3%
APP
18
Avantax Planning Partners
Iowa
$586K +$589K +23,545 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$520K +$7.5K +300 +1%
Stifel Financial
20
Stifel Financial
Missouri
$499K +$498K +19,932 New
AWM
21
Altium Wealth Management
New York
$448K +$141K +5,620 +45%
RJA
22
Raymond James & Associates
Florida
$364K +$366K +14,622 New
LPL Financial
23
LPL Financial
California
$358K +$360K +14,397 New
AFP
24
Ausdal Financial Partners
Iowa
$356K +$16.7K +666 +5%
VCM
25
Vigilant Capital Management
Maine
$328K -$1.04M -41,500 -76%

IBML Hedge Fund Activity: Q1 2018 in Review

44 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2018, worth a combined $41.5M — up 95% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBML positions and 2 closed out — a net gain of 14 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $5.02M. The largest seller was Vigilant Capital Management, cutting an estimated $1.04M.

  • 44 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2018, up from 30 in Q4 2017.
  • Funds reported $41.5M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2018, up 95% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2018 and 2 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2018 was HighTower Advisors, an estimated $5.02M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2018 was Vigilant Capital Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2018.