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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

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

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2 hedge funds and large institutions have $1.06M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 162 → 2 (-160)

100% less capital invested

Capital invested by funds: $349M → $1.06M (-$348M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 159

Holders
2
Holders Change
-160
Holders Change %
-98.77%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$6.12K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$43.6M
2
Morgan Stanley
Morgan Stanley
New York
-$21.8M
3
Jane Street
Jane Street
New York
-$18.1M
4
Wells Fargo
Wells Fargo
California
-$15.5M
5
NA
NewEdge Advisors
Louisiana
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$862K +$6.12K +240 +0.7%
SRC
2
Shufro Rose & Co
New York
$202K – – –
Bank of America
3
Bank of America
North Carolina
– -$43.6M -1,706,192 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$21.8M -854,507 Closed
Jane Street
5
Jane Street
New York
– -$18.1M -707,661 Closed
Wells Fargo
6
Wells Fargo
California
– -$15.5M -605,707 Closed
NA
7
NewEdge Advisors
Louisiana
– -$13.9M -543,662 Closed
US Bancorp
8
US Bancorp
Minnesota
– -$13.6M -534,311 Closed
HighTower Advisors
9
HighTower Advisors
Illinois
– -$12M -470,354 Closed
LPL Financial
10
LPL Financial
California
– -$10.6M -415,269 Closed
GT
11
Glenview Trust
Kentucky
– -$8.84M -346,514 Closed
LIM
12
Leavell Investment Management
Alabama
– -$8.33M -326,389 Closed
UBS Group
13
UBS Group
Switzerland
– -$7.43M -290,903 Closed
RFC
14
Regions Financial Corp
Alabama
– -$7.19M -281,556 Closed
Truist Financial
15
Truist Financial
North Carolina
– -$5.6M -219,354 Closed
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
– -$5.34M -209,050 Closed
RJA
17
Raymond James & Associates
Florida
– -$5.3M -207,626 Closed
CIA
18
Covington Investment Advisors
Pennsylvania
– -$5.09M -199,456 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
– -$5.08M -199,180 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
– -$4.84M -189,651 Closed
CWP
21
Cyndeo Wealth Partners
Florida
– -$4.45M -174,206 Closed
IWC
22
Integrated Wealth Concepts
Massachusetts
– -$4.22M -165,496 Closed
Mariner
23
Mariner
Kansas
– -$4.05M -158,517 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
– -$3.92M -153,537 Closed
Ameriprise
25
Ameriprise
Minnesota
– -$3.58M -140,335 Closed
1
2 3 4 5

IBML Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2023, worth a combined $1.06M — down 100% from $349M a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of IBML and 0 opened new positions — a net loss of 159 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $6.12K. The largest seller was Bank of America, exiting entirely with an estimated $43.6M sold.

  • 2 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2023, down from 162 in Q3 2023.
  • Funds reported $1.06M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2023 and 159 closed out, a net change of -159 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2023 was IFP Advisors, an estimated $6.12K added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2023 was Bank of America, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.