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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

88 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

167% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 15

11% more funds holding

Funds holding: 7988 (+9)

9% more capital invested

Capital invested by funds: $145M → $158M (+$12.7M)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
15
Closed
5
Calls
$177K
Puts
Net Calls
+$177K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.4M +$846K +32,785 +7%
HighTower Advisors
2
HighTower Advisors
Illinois
$12.3M +$790K +30,637 +7%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$1.05M +40,839 +10%
UBS Group
4
UBS Group
Switzerland
$8.54M -$359K -13,924 -4%
Wells Fargo
5
Wells Fargo
California
$8.06M +$1.02M +39,710 +15%
UCFA
6
United Capital Financial Advisors
Texas
$6.33M -$76.9K -2,981 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.03M -$364K -14,114 -6%
US Bancorp
8
US Bancorp
Minnesota
$5.92M +$40K +1,550 +0.7%
Jane Street
9
Jane Street
New York
$5.38M +$5.38M +208,390 New
GA
10
Gateway Advisory
New Jersey
$5.35M +$242K +9,370 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.1M +$94.7K +3,671 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.09M +$338K +13,111 +9%
NA
13
NewEdge Advisors
Louisiana
$3.96M +$608K +23,556 +18%
LIM
14
Leavell Investment Management
Alabama
$3.73M +$38.7K +1,500 +1%
CIM
15
Confluence Investment Management
Missouri
$3.5M +$99.2K +3,845 +3%
RJA
16
Raymond James & Associates
Florida
$3.28M +$129K +4,998 +4%
ANTB
17
AMG National Trust Bank
Colorado
$3.08M +$425K +16,479 +16%
LPL Financial
18
LPL Financial
California
$2.8M +$326K +12,621 +13%
CTC
19
Central Trust Company
Missouri
$2.29M +$286K +11,100 +14%
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.16M +$270K +10,471 +14%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M +$42.2K +1,634 +2%
PAG
22
Private Advisor Group
New Jersey
$1.97M -$195K -7,578 -9%
RFC
23
Regions Financial Corp
Alabama
$1.97M +$431K +16,703 +28%
Mariner
24
Mariner
Kansas
$1.83M +$299K +11,609 +20%
SPA
25
Sentinel Pension Advisors
Massachusetts
$1.82M +$1.82M +70,501 New

IBML Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2019, worth a combined $158M — up 8.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBML positions and 5 closed out — a net gain of 11 holders — while 40 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.38M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.7M sold.

  • 88 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $158M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2019 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2019 was Jane Street, an estimated $5.38M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2019 was Signature Estate & Investment Advisors, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2019.