We are live on ! Find out more
IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

IBML was delisted on the 1st of December, 2023.

Back to rankings

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
AA
51
Alesco Advisors
New York
$1.19M – – –
GFPC
52
Global Financial Private Client
Florida
$1.17M +$108K +4,258 +10%
APP
53
Avantax Planning Partners
Iowa
$1.17M – – –
AWS
54
AJ Wealth Strategies
New York
$1.1M +$69.5K +2,735 +7%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.1M +$1.11M +43,505 New
Osaic Holdings
56
Osaic Holdings
Arizona
$1.09M +$222K +8,755 +25%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$1.05M – – –
SSB
58
Sandy Spring Bank
Maryland
$1.04M -$61.6K -2,425 -6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$964K – – –
NWM
60
Northcape Wealth Management
New York
$938K -$704K -27,698 -43%
BSAM
61
Blue Square Asset Management
New York
$927K – – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$923K +$275K +10,815 +42%
AWM
63
Apollon Wealth Management
South Carolina
$916K -$20.3K -800 -2%
FAM
64
Forte Asset Management
New York
$893K – – –
VA
65
Valmark Advisers
Ohio
$872K -$34.3K -1,351 -4%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$865K -$108K -4,239 -11%
GPA
67
Guidance Point Advisors
Massachusetts
$860K +$19K +746 +2%
CIC
68
Carnegie Investment Counsel
Ohio
$755K -$290K -11,400 -28%
TWM
69
Tradition Wealth Management
Minnesota
$740K +$152 +6 +0%
VNB
70
Virginia National Bank
Virginia
$728K -$247K -9,725 -25%
IWC
71
Integrated Wealth Concepts
Massachusetts
$725K +$64K +2,519 +10%
CDIA
72
Capital Directions Investment Advisors
Georgia
$724K -$729K -28,681 Closed
TWA
73
Tillar-Wenstrup Advisors
Ohio
$688K -$155K -6,100 -18%
WHCI
74
W.H. Cornerstone Investments
Massachusetts
$665K +$669K +26,341 New
AWS
75
Atria Wealth Solutions
New York
$620K +$624K +24,569 New
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.