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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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $268M → $356M (+$87.5M)

11% more funds holding

Funds holding: 126 → 140 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$15.4M
2
Bank of America
Bank of America
North Carolina
+$12.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.41M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.87M
5
RFC
Regions Financial Corp
Alabama
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$45.1M
2
EWA
EP Wealth Advisors
California
-$720K
3
Jane Street
Jane Street
New York
-$613K
4
CA
CGN Advisors
Kansas
-$485K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.71M -$110K -4,309 -3%
Stifel Financial
27
Stifel Financial
Missouri
$3.57M +$53.2K +2,095 +2%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.29M +$839K +33,005 +34%
SCG
29
Sonata Capital Group
Washington
$3.15M – – –
SCA
30
Stonebridge Capital Advisors
Minnesota
$3.13M +$122K +4,817 +4%
RJA
31
Raymond James & Associates
Florida
$3.06M +$1.78M +69,939 +140%
ANTB
32
AMG National Trust Bank
Colorado
$2.98M – – –
SPA
33
Sentinel Pension Advisors
Massachusetts
$2.94M +$263K +10,337 +10%
PSIWM
34
Paradigm Strategies in Wealth Management
Minnesota
$2.81M +$292K +11,480 +12%
KCM
35
Karp Capital Management
California
$2.72M +$2.71M +106,497 New
CTC
36
Central Trust Company
Missouri
$2.67M -$40.7K -1,600 -2%
NDSI
37
Newman Dignan & Sheerar Inc
Rhode Island
$2.49M +$2.48M +97,596 New
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$2.32M +$325K +12,796 +16%
LF
39
Lee Financial
Texas
$2.01M +$1.35M +52,930 +204%
PAG
40
Private Advisor Group
New Jersey
$1.99M -$122K -4,819 -6%
CIA
41
Covington Investment Advisors
Pennsylvania
$1.8M +$4.96K +195 +0.3%
Creative Planning
42
Creative Planning
Kansas
$1.8M +$802K +31,545 +81%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.79M -$45.1M -1,773,524 -96%
BF
44
BOK Financial
Oklahoma
$1.76M – – –
PFM
45
Phillips Financial Management
Indiana
$1.75M – – –
ACIM
46
Azimuth Capital Investment Management
Michigan
$1.7M +$1.69M +66,475 New
ADL
47
Asset Dedication LLC
California
$1.66M +$1.26M +49,388 +315%
NWM
48
Northcape Wealth Management
New York
$1.65M -$102K -4,031 -6%
P
49
Paradiem
Louisiana
$1.6M -$64.1K -2,521 -4%
SIC
50
Sigma Investment Counselors
Michigan
$1.58M – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q2 2022 in Review

140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2022, worth a combined $356M — up 33% from $268M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBML positions and 11 closed out — a net gain of 15 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $45.1M.

  • 140 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2022, up from 126 in Q1 2022.
  • Funds reported $356M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2022, up 33% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2022 and 11 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $15.4M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $45.1M sold.

Based on aggregated 13F filings for Q2 2022.