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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
PWS
51
Peloton Wealth Strategists
Indiana
$741K +$268K +10,200 +57%
TF
52
TLWM Financial
Texas
$700K – – –
LF
53
Lee Financial
Texas
$683K – – –
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$658K +$658K +25,020 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$645K -$15.3K -582 -2%
CBFP
56
Cedar Brook Financial Partners
Ohio
$633K +$605 +23 +0.1%
ADL
57
Asset Dedication LLC
California
$580K +$263K +9,996 +83%
EPP
58
ETF Portfolio Partners
Kansas
$538K – – –
WI
59
WrapManager Inc
California
$500K -$342 -13 -0.1%
BPA
60
Beacon Pointe Advisors
California
$494K +$7.15K +272 +1%
GPA
61
Guidance Point Advisors
Massachusetts
$488K -$372K -14,150 -43%
AFP
62
Ausdal Financial Partners
Iowa
$477K -$8.46K -322 -2%
WIC
63
Whitegate Investment Counselors
New Hampshire
$440K +$185K +7,050 +73%
Jane Street
64
Jane Street
New York
$433K -$1.59M -60,415 -79%
Osaic Holdings
65
Osaic Holdings
Arizona
$429K +$74.4K +2,831 +21%
IWC
66
Integrated Wealth Concepts
Massachusetts
$419K +$86.8K +3,301 +26%
BWM
67
BCS Wealth Management
Tennessee
$414K – – –
DADC
68
D.A. Davidson & Co
Montana
$396K +$75.2K +2,860 +23%
AWM
69
Alterna Wealth Management
Texas
$372K +$372K +14,168 New
NA
70
NewEdge Advisors
Louisiana
$367K +$7.36K +280 +2%
AIP
71
Ameritas Investment Partners
Nebraska
$356K +$7.94K +302 +2%
CIA
72
Capital Investment Advisors
Georgia
$350K -$13.7K -523 -4%
KA
73
Klingman & Associates
New York
$322K – – –
LWM
74
Laidlaw Wealth Management
New York
$316K – – –
1IA
75
1834 Investment Advisors
Wisconsin
$300K +$158K +6,000 +111%
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.