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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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99 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $173M → $192M (+$19.6M)

4% more funds holding

Funds holding: 95 → 99 (+4)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
55
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.97M
2
Wells Fargo
Wells Fargo
California
+$2.95M
3
US Bancorp
US Bancorp
Minnesota
+$2.61M
4
EWA
EP Wealth Advisors
California
+$2.3M
5
PI
PFS Investments
Georgia
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$1.77M
2
Jane Street
Jane Street
New York
-$1.59M
3
UBS Group
UBS Group
Switzerland
-$580K
4
GPA
Guidance Point Advisors
Massachusetts
-$372K
5
FTUS
Flow Traders U.S.
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.31M +$1.24M +47,113 +116%
EWA
27
EP Wealth Advisors
California
$2.3M +$2.3M +87,384 New
RFC
28
Regions Financial Corp
Alabama
$2.14M +$105K +4,001 +5%
RJA
29
Raymond James & Associates
Florida
$1.74M -$68.1K -2,590 -4%
CIC
30
Carnegie Investment Counsel
Ohio
$1.64M +$167K +6,350 +11%
SCG
31
Sonata Capital Group
Washington
$1.62M +$302K +11,475 +23%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.49M +$152K +5,768 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.44M +$108K +4,115 +8%
Stifel Financial
34
Stifel Financial
Missouri
$1.42M -$123K -4,673 -8%
APP
35
Avantax Planning Partners
Iowa
$1.34M +$131K +4,973 +11%
SIC
36
Sigma Investment Counselors
Michigan
$1.2M +$298K +11,340 +33%
PWM
37
Paulson Wealth Management
Illinois
$1.11M +$11.7K +444 +1%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.1M – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.05M +$251K +9,537 +31%
CIA
40
Covington Investment Advisors
Pennsylvania
$1M +$14.3K +545 +1%
SSB
41
Sandy Spring Bank
Maryland
$967K +$248K +9,440 +35%
LPT
42
Legacy Private Trust
Wisconsin
$951K +$68.6K +2,610 +8%
CDIA
43
Capital Directions Investment Advisors
Georgia
$910K +$77.1K +2,934 +9%
FPS
44
Fieldpoint Private Securities
Connecticut
$894K – – –
APA
45
American Portfolios Advisors
New York
$870K +$521K +19,825 +149%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$867K +$69.3K +2,638 +9%
FNC
47
First National Corp
Massachusetts
$863K – – –
PFM
48
Phillips Financial Management
Indiana
$853K +$302K +11,506 +55%
VA
49
Valmark Advisers
Ohio
$846K +$197K +7,480 +30%
AWM
50
Altium Wealth Management
New York
$820K +$2.31K +88 +0.3%
1
2
3 4 5

IBML Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2020, worth a combined $192M — up 11% from $173M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBML positions and 5 closed out — a net gain of 4 holders — while 55 added to existing stakes and 14 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $2.97M. The largest seller was Estate Counselors, exiting entirely with an estimated $1.77M sold.

  • 99 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2020, up from 95 in Q2 2020.
  • Funds reported $192M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2020 and 5 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2020 was Wilbanks Smith & Thomas Asset Management, an estimated $2.97M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2020 was Estate Counselors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2020.