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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

95 hedge funds and large institutions have $173M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 8995 (+6)

6% more capital invested

Capital invested by funds: $163M → $173M (+$9.65M)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$13M -$91.7K -3,530 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M +$310K +11,940 +3%
Bank of America
3
Bank of America
North Carolina
$12M +$292K +11,233 +3%
US Bancorp
4
US Bancorp
Minnesota
$11.3M +$4.96M +190,937 +80%
Wells Fargo
5
Wells Fargo
California
$9.22M +$2.5M +96,293 +38%
UBS Group
6
UBS Group
Switzerland
$8.29M -$2.31M -88,782 -22%
LIM
7
Leavell Investment Management
Alabama
$6.7M +$2.55M +98,165 +63%
GA
8
Gateway Advisory
New Jersey
$4.94M -$529K -20,363 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.82M -$420K -16,187 -8%
UCFA
10
United Capital Financial Advisors
Texas
$4.72M -$374K -14,404 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.1M -$146K -5,639 -3%
Mariner
12
Mariner
Kansas
$4.1M +$68.1K +2,623 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.06M +$58.6K +2,256 +1%
CIM
14
Confluence Investment Management
Missouri
$3.6M -$94.8K -3,650 -3%
LPL Financial
15
LPL Financial
California
$3.46M +$276K +10,646 +9%
ANTB
16
AMG National Trust Bank
Colorado
$3.13M
PWM
17
Praetorian Wealth Management
California
$3.13M +$3.09M +119,102 New
CTC
18
Central Trust Company
Missouri
$2.65M +$395K +15,215 +18%
SCA
19
Stonebridge Capital Advisors
Minnesota
$2.41M +$59.2K +2,279 +3%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M +$2.28M +87,918 New
EWA
21
EP Wealth Advisors
California
$2.29M -$2.67M -102,892 Closed
PAG
22
Private Advisor Group
New Jersey
$2.17M -$384K -14,804 -15%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$2.14M +$349K +13,423 +20%
RFC
24
Regions Financial Corp
Alabama
$2.03M +$9.24K +356 +0.5%
Jane Street
25
Jane Street
New York
$2.02M -$7.61M -292,873 -79%

IBML Hedge Fund Activity: Q2 2020 in Review

95 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2020, worth a combined $173M — up 5.9% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBML positions and 7 closed out — a net gain of 6 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $7.61M.

  • 95 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2020, up from 89 in Q1 2020.
  • Funds reported $173M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2020, up 5.9% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $4.96M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2020.