iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
142 hedge funds and large institutions have $363M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 9 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 38
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
1% more funds holding
Funds holding: 140 → 142 (+2)
2% more capital invested
Capital invested by funds: $356M → $363M (+$7.02M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11.2M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$7.85M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.94M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.76M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$9.6M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$4.91M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.38M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$3.29M |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$3.17M |
IBML Hedge Fund Activity: Q3 2022 in Review
142 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2022, worth a combined $363M — up 2% from $356M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBML positions and 9 closed out — a net gain of 5 holders — while 60 added to existing stakes and 38 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $11.2M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $9.6M.
- 142 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2022, up from 140 in Q2 2022.
- Funds reported $363M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2022, up 2% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2022 and 9 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2022 was Jane Street, an estimated $11.2M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2022.