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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

99 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $173M → $192M (+$19.6M)

4% more funds holding

Funds holding: 9599 (+4)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
55
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$13.9M +$2.61M +99,419 +23%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$1.23M +46,690 +10%
HighTower Advisors
3
HighTower Advisors
Illinois
$13M +$44.6K +1,697 +0.3%
Bank of America
4
Bank of America
North Carolina
$12.6M +$548K +20,853 +5%
Wells Fargo
5
Wells Fargo
California
$12.2M +$2.95M +112,403 +32%
UBS Group
6
UBS Group
Switzerland
$7.73M -$580K -22,060 -7%
LIM
7
Leavell Investment Management
Alabama
$7.59M +$888K +33,766 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.11M +$285K +10,836 +6%
GA
9
Gateway Advisory
New Jersey
$5.03M +$80.4K +3,057 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.87M +$804K +30,579 +20%
UCFA
11
United Capital Financial Advisors
Texas
$4.68M -$49.4K -1,878 -1%
Mariner
12
Mariner
Kansas
$4.23M +$128K +4,865 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.05M -$60.4K -2,298 -1%
LPL Financial
14
LPL Financial
California
$3.79M +$315K +11,993 +9%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M +$2.97M +112,801 +377%
CIM
16
Confluence Investment Management
Missouri
$3.56M -$47.4K -1,805 -1%
PWM
17
Praetorian Wealth Management
California
$3.33M +$196K +7,446 +6%
PI
18
PFS Investments
Georgia
$3.19M +$1.59M +60,675 +100%
ANTB
19
AMG National Trust Bank
Colorado
$3.13M
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.1M +$956K +36,350 +45%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3M +$688K +26,158 +30%
CTC
22
Central Trust Company
Missouri
$2.66M +$5.26K +200 +0.2%
PAG
23
Private Advisor Group
New Jersey
$2.52M +$354K +13,483 +16%
SCA
24
Stonebridge Capital Advisors
Minnesota
$2.5M +$84K +3,194 +3%
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.4M +$382K +14,525 +19%

IBML Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2020, worth a combined $192M — up 11% from $173M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 55 added to existing stakes and 14 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.97M. The largest seller was Estate Counselors, exiting entirely with an estimated $1.77M sold.

  • 99 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2020, up from 95 in Q2 2020.
  • Funds reported $192M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2020 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2020 was Wilbanks Smith & Thomas Asset Management, an estimated $2.97M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2020 was Estate Counselors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2020.