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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
Creative Planning
51
Creative Planning
Kansas
$992K -$92.4K -3,596 -8%
VNB
52
Virginia National Bank
Virginia
$982K +$990K +38,560 New
APA
53
American Portfolios Advisors
New York
$952K – – –
AWM
54
Apollon Wealth Management
South Carolina
$945K -$6.42K -250 -0.7%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$909K +$916K +35,667 New
GFPC
56
Global Financial Private Client
Florida
$908K +$388K +15,092 +73%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$907K -$381K -14,839 -29%
FPS
58
Fieldpoint Private Securities
Connecticut
$866K – – –
GPA
59
Guidance Point Advisors
Massachusetts
$770K +$899 +35 +0.1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$768K -$70.8K -2,758 -8%
BPA
61
Beacon Pointe Advisors
California
$740K +$308K +11,998 +70%
CDIA
62
Capital Directions Investment Advisors
Georgia
$731K -$75.4K -2,934 -9%
NA
63
NewEdge Advisors
Louisiana
$722K +$448K +17,429 +160%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$681K -$140K -5,450 -17%
TF
65
TLWM Financial
Texas
$681K – – –
LF
66
Lee Financial
Texas
$662K – – –
PWS
67
Peloton Wealth Strategists
Indiana
$642K – – –
Jane Street
68
Jane Street
New York
$613K -$1.71M -66,658 -73%
AIP
69
Ameritas Investment Partners
Nebraska
$595K +$154 +6 +0%
AWM
70
Altium Wealth Management
New York
$570K +$10.2K +399 +2%
KPWS
71
Kestra Private Wealth Services
Texas
$538K -$181K -7,035 -25%
ST
72
Spinnaker Trust
Maine
$537K – – –
FAFN
73
First Affirmative Financial Network
Colorado
$531K +$104K +4,061 +24%
EPP
74
ETF Portfolio Partners
Kansas
$521K – – –
MML Investors Services
75
MML Investors Services
Massachusetts
$518K +$53.9K +2,098 +11%
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.