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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

89 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

1% more funds holding

Funds holding: 8889 (+1)

3% more capital invested

Capital invested by funds: $158M → $163M (+$5.37M)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$12.8M +$607K +23,533 +5%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M +$243K +9,427 +2%
Bank of America
3
Bank of America
North Carolina
$11.5M -$821K -31,826 -7%
UBS Group
4
UBS Group
Switzerland
$10.4M +$1.91M +74,016 +22%
Jane Street
5
Jane Street
New York
$9.48M +$4.16M +161,363 +77%
Wells Fargo
6
Wells Fargo
California
$6.54M -$1.47M -56,920 -18%
US Bancorp
7
US Bancorp
Minnesota
$6.12M +$241K +9,337 +4%
GA
8
Gateway Advisory
New Jersey
$5.36M +$40.9K +1,585 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.13M -$873K -33,841 -14%
UCFA
10
United Capital Financial Advisors
Texas
$4.98M -$1.32M -50,959 -21%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.16M +$84.5K +3,274 +2%
LIM
12
Leavell Investment Management
Alabama
$4.03M +$319K +12,375 +9%
Mariner
13
Mariner
Kansas
$3.94M +$2.14M +82,734 +117%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.91M -$158K -6,136 -4%
CIM
15
Confluence Investment Management
Missouri
$3.62M +$133K +5,144 +4%
LPL Financial
16
LPL Financial
California
$3.11M +$332K +12,881 +12%
ANTB
17
AMG National Trust Bank
Colorado
$3.06M
EWA
18
EP Wealth Advisors
California
$2.64M +$937K +36,290 +54%
PAG
19
Private Advisor Group
New Jersey
$2.5M +$539K +20,877 +27%
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.3M +$151K +5,862 +7%
CTC
21
Central Trust Company
Missouri
$2.2M -$78.7K -3,050 -3%
RFC
22
Regions Financial Corp
Alabama
$1.98M +$17K +660 +0.9%
PI
23
PFS Investments
Georgia
$1.91M +$1.92M +74,580 New
SPA
24
Sentinel Pension Advisors
Massachusetts
$1.89M +$79.8K +3,091 +4%
RJA
25
Raymond James & Associates
Florida
$1.88M -$1.39M -53,985 -42%

IBML Hedge Fund Activity: Q1 2020 in Review

89 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2020, worth a combined $163M — up 3.4% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBML positions and 7 closed out — a net gain of 5 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.16M. The largest seller was NewEdge Advisors, cutting an estimated $3.05M.

  • 89 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $163M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2020, up 3.4% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2020 and 7 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $4.16M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2020 was NewEdge Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2020.