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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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126 hedge funds and large institutions have $268M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more capital invested

Capital invested by funds: $257M → $268M (+$11M)

1% more funds holding

Funds holding: 125 → 126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
45
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$45.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$6.51M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.03M
4
Stifel Financial
Stifel Financial
Missouri
+$2.02M
5
Ameriprise
Ameriprise
Minnesota
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Jane Street
Jane Street
New York
-$1.71M
3
PAG
Private Advisor Group
New Jersey
-$784K
4
US Bancorp
US Bancorp
Minnesota
-$697K
5
FNC
First National Corp
Massachusetts
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
26
Sonata Capital Group
Washington
$3.15M – – –
SCA
27
Stonebridge Capital Advisors
Minnesota
$3M +$112K +4,346 +4%
ANTB
28
AMG National Trust Bank
Colorado
$2.98M – – –
CTC
29
Central Trust Company
Missouri
$2.7M -$74.5K -2,900 -3%
SPA
30
Sentinel Pension Advisors
Massachusetts
$2.68M +$82K +3,191 +3%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$2.52M -$12.1K -470 -0.5%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.45M +$35.4K +1,379 +1%
ACM
33
Azimuth Capital Management
Michigan
$2.3M -$89.9K -3,500 -4%
PAG
34
Private Advisor Group
New Jersey
$2.11M -$784K -30,541 -27%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$1.99M +$103K +4,019 +5%
CIA
36
Covington Investment Advisors
Pennsylvania
$1.8M +$649K +25,280 +56%
BF
37
BOK Financial
Oklahoma
$1.76M – – –
NWM
38
Northcape Wealth Management
New York
$1.75M -$46.3K -1,801 -3%
PFM
39
Phillips Financial Management
Indiana
$1.75M – – –
P
40
Paradiem
Louisiana
$1.66M – – –
SIC
41
Sigma Investment Counselors
Michigan
$1.57M – – –
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$1.32M +$411K +16,000 +45%
RJA
43
Raymond James & Associates
Florida
$1.27M -$128K -4,984 -9%
EWA
44
EP Wealth Advisors
California
$1.27M -$584K -22,733 -31%
AA
45
Alesco Advisors
New York
$1.2M +$1.21M +46,985 New
APP
46
Avantax Planning Partners
Iowa
$1.18M – – –
CIC
47
Carnegie Investment Counsel
Ohio
$1.14M -$170K -6,600 -13%
VA
48
Valmark Advisers
Ohio
$1.13M +$20.4K +793 +2%
SSB
49
Sandy Spring Bank
Maryland
$1.11M +$38K +1,480 +4%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q1 2022 in Review

126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q1 2022, worth a combined $268M — up 4.3% from $257M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBML positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $45.5M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 126 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $268M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q1 2022, up 4.3% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $45.5M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2022.