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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

123 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.81M)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
51
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.1M -$185K -7,090 -1%
US Bancorp
2
US Bancorp
Minnesota
$16.4M +$1.23M +47,113 +8%
Bank of America
3
Bank of America
North Carolina
$16.4M +$1.47M +56,324 +10%
Morgan Stanley
4
Morgan Stanley
New York
$14.4M +$345K +13,207 +2%
LIM
5
Leavell Investment Management
Alabama
$9.44M
HighTower Advisors
6
HighTower Advisors
Illinois
$8.4M -$4.49M -171,827 -35%
UBS Group
7
UBS Group
Switzerland
$7.61M -$450K -17,237 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.49M +$625K +23,929 +9%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$7.18M +$581K +22,236 +9%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$6.26M +$598K +22,888 +11%
SCA
11
Stonebridge Capital Advisors
Minnesota
$5.64M +$2.88M +110,049 +104%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M +$475K +18,187 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.12M +$1.01M +38,615 +24%
GA
14
Gateway Advisory
New Jersey
$4.87M -$44.8K -1,715 -0.9%
Mariner
15
Mariner
Kansas
$4.83M -$131K -5,007 -3%
PWM
16
Praetorian Wealth Management
California
$4.42M +$639K +24,458 +17%
UCFA
17
United Capital Financial Advisors
Texas
$4.27M -$93.7K -3,586 -2%
LPL Financial
18
LPL Financial
California
$4.17M +$170K +6,496 +4%
CIM
19
Confluence Investment Management
Missouri
$4.02M +$150K +5,728 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.6M +$288K +11,034 +9%
ANTB
21
AMG National Trust Bank
Colorado
$3.05M -$60.4K -2,310 -2%
PAG
22
Private Advisor Group
New Jersey
$2.98M -$51.3K -1,964 -2%
Ameriprise
23
Ameriprise
Minnesota
$2.96M -$87.1K -3,334 -3%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.83M -$43.9K -1,679 -2%
RFC
25
Regions Financial Corp
Alabama
$2.77M +$465K +17,787 +20%

IBML Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2021, worth a combined $234M — up 3.5% from $226M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Stonebridge Capital Advisors, adding an estimated $2.88M. The largest seller was HighTower Advisors, cutting an estimated $4.49M.

  • 123 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2021, up from 119 in Q1 2021.
  • Funds reported $234M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2021 was Stonebridge Capital Advisors, an estimated $2.88M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2021 was HighTower Advisors, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2021.