iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
119 hedge funds and large institutions have $226M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 24
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $212M → $226M (+$13.9M)
3% more funds holding
Funds holding: 115 → 119 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.44M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.44M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.02M |
| 2 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$907K |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$330K |
| 4 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$315K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$311K |
IBML Hedge Fund Activity: Q1 2021 in Review
119 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2021, worth a combined $226M — up 6.6% from $212M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBML positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 24 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.02M.
- 119 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2021, up from 115 in Q4 2020.
- Funds reported $226M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2021, up 6.6% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2021 and 9 closed out, a net change of +6 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.82M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2021 was Morgan Stanley, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2021.