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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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142 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 37

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

1% more funds holding

Funds holding: 140 → 142 (+2)

0% more capital invested

Capital invested by funds: $356M → $356M (+$302K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
61
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$44.8M
2
Jane Street
Jane Street
New York
+$11.2M
3
RCA
Resonant Capital Advisors
Wisconsin
+$7.85M
4
Bank of America
Bank of America
North Carolina
+$4.94M
5
LIA
LBMC Investment Advisors
Tennessee
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$9.6M
2
GA
Gateway Advisory
New Jersey
-$4.91M
3
Ameriprise
Ameriprise
Minnesota
-$3.38M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$3.29M
5
RFC
Regions Financial Corp
Alabama
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.2M +$2.06M +80,916 +177%
SCG
27
Sonata Capital Group
Washington
$3.14M +$22.6K +890 +0.7%
SCA
28
Stonebridge Capital Advisors
Minnesota
$3.04M -$52.9K -2,082 -2%
ANTB
29
AMG National Trust Bank
Colorado
$2.95M – – –
SPA
30
Sentinel Pension Advisors
Massachusetts
$2.95M +$38.4K +1,513 +1%
GA
31
Gateway Advisory
New Jersey
$2.94M -$4.91M -193,051 -62%
PSIWM
32
Paradigm Strategies in Wealth Management
Minnesota
$2.78M – – –
LIA
33
LBMC Investment Advisors
Tennessee
$2.75M +$2.76M +108,770 New
KCM
34
Karp Capital Management
California
$2.63M -$56.2K -2,212 -2%
CTC
35
Central Trust Company
Missouri
$2.62M -$22.9K -900 -0.9%
DSA
36
Droms Strauss Advisors
Missouri
$2.45M +$1.24M +48,610 +101%
LF
37
Lee Financial
Texas
$2.24M +$250K +9,850 +12%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$2.18M -$115K -4,518 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$2.14M +$1.76M +69,186 +443%
PAG
40
Private Advisor Group
New Jersey
$2.02M +$54.6K +2,147 +3%
PFM
41
Phillips Financial Management
Indiana
$2.02M +$287K +11,286 +16%
CIA
42
Covington Investment Advisors
Pennsylvania
$2.01M +$230K +9,070 +13%
Creative Planning
43
Creative Planning
Kansas
$1.92M +$143K +5,636 +8%
CIAS
44
CFS Investment Advisory Services
New Jersey
$1.83M +$44.8M +1,761,558 +2,513%
EVM
45
Eaton Vance Management
Massachusetts
$1.81M +$1.46M +57,556 +401%
BPA
46
Beacon Pointe Advisors
California
$1.64M +$716K +28,189 +77%
ADL
47
Asset Dedication LLC
California
$1.64M -$7.93K -312 -0.5%
SIC
48
Sigma Investment Counselors
Michigan
$1.53M -$33K -1,300 -2%
Ameriprise
49
Ameriprise
Minnesota
$1.48M -$3.38M -132,821 -69%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$1.21M – – –
1
2
3 4 5

IBML Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2022, worth a combined $356M — up 0.08% from $356M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBML positions and 9 closed out — a net gain of 5 holders — while 61 added to existing stakes and 37 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.8M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $9.6M.

  • 142 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2022, up from 140 in Q2 2022.
  • Funds reported $356M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2022, up 0.08% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2022 and 9 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.8M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $9.6M sold.

Based on aggregated 13F filings for Q3 2022.