iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
IBML was delisted on the 1st of December, 2023.
161 hedge funds and large institutions have $348M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 14 closing their positions.
3% less funds holding
Funds holding: 166 → 161 (-5)
8% less capital invested
Capital invested by funds: $377M → $348M (-$29.2M)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
35% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.6M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.75M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.76M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.9M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$4.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.62M |
| 4 |
Morgan Stanley
New York
|
-$2.88M |
| 5 |
WA
Waterford Advisors
Orchard Park,
New York
|
-$2.55M |
IBML Hedge Fund Activity: Q3 2023 in Review
161 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2023, worth a combined $348M — down 7.7% from $377M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IBML and 12 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 40 added.
The largest buyer was Jane Street, adding an estimated $10.6M. The largest seller was Wells Fargo, cutting an estimated $11.9M.
- 161 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2023, down from 166 in Q2 2023.
- Funds reported $348M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2023, down 7.7% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2023 and 14 closed out, a net change of -2 holders.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2023 was Jane Street, an estimated $10.6M added.
- The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2023.