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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

170 hedge funds and large institutions have $437M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $426M → $437M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
65
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$51.6M -$3.16M -124,583 -6%
Wells Fargo
2
Wells Fargo
California
$27.9M -$161K -6,355 -0.6%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.2M +$677K +26,664 +3%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M -$4.92M -193,911 -19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.2M +$731K +28,783 +4%
US Bancorp
6
US Bancorp
Minnesota
$17.8M -$1.93M -76,200 -10%
Jane Street
7
Jane Street
New York
$17.5M +$17M +669,821 +3,476%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.2M -$416K -16,382 -3%
NA
9
NewEdge Advisors
Louisiana
$11.2M -$7.11M -280,050 -39%
LIM
10
Leavell Investment Management
Alabama
$10.8M +$1.09K +43 +0%
LPL Financial
11
LPL Financial
California
$10.8M +$35.9K +1,415 +0.3%
UBS Group
12
UBS Group
Switzerland
$9.69M -$1.27M -50,003 -12%
GT
13
Glenview Trust
Kentucky
$8.9M -$12.9K -510 -0.1%
RFC
14
Regions Financial Corp
Alabama
$7.05M +$57.8K +2,278 +0.8%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$6.46M +$630K +24,817 +11%
Truist Financial
16
Truist Financial
North Carolina
$6.02M +$19.9K +783 +0.3%
RCA
17
Resonant Capital Advisors
Wisconsin
$5.67M -$1.81M -71,335 -24%
RJA
18
Raymond James & Associates
Florida
$5.21M +$826K +32,551 +19%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$4.77M +$2.42M +95,244 +103%
PWM
20
Praetorian Wealth Management
California
$4.76M -$182K -7,172 -4%
CWP
21
Cyndeo Wealth Partners
Florida
$4.72M +$825K +32,502 +21%
Mariner
22
Mariner
Kansas
$4.69M -$384K -15,125 -8%
CIA
23
Covington Investment Advisors
Pennsylvania
$4.67M +$1.61M +63,330 +53%
LPT
24
Legacy Private Trust
Wisconsin
$4.54M -$637K -25,100 -12%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.33M +$948K +37,330 +28%

IBML Hedge Fund Activity: Q1 2023 in Review

170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2023, worth a combined $437M — up 2.4% from $426M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBML positions and 16 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Jane Street, adding an estimated $17M. The largest seller was NewEdge Advisors, cutting an estimated $7.11M.

  • 170 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $437M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2023 and 16 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $17M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2023 was NewEdge Advisors, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2023.