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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$245K – – –
KPWS
77
Kestra Private Wealth Services
Texas
$237K +$237K +9,000 New
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$221K +$221K +8,425 New
OPS
79
Orion Portfolio Solutions
Nebraska
$219K +$60K +2,282 +38%
KCM
80
Kathmere Capital Management
Pennsylvania
$218K +$789 +30 +0.4%
OIA
81
OneDigital Investment Advisors
Kansas
$218K +$219K +8,320 New
ACS
82
Archford Capital Strategies
Illinois
$213K -$15.2K -578 -7%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$212K +$72.6K +2,763 +52%
COF
84
Capital One Financial
Virginia
$211K – – –
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$209K – – –
GEA
86
Glen Eagle Advisors
New Jersey
$162K – – –
GWM
87
Geneos Wealth Management
Colorado
$115K – – –
MA
88
MCF Advisors
Kentucky
$113K +$158 +6 +0.1%
PGAM
89
Princeton Global Asset Management
New Jersey
$101K – – –
ASN
90
Advisory Services Network
Georgia
$101K +$101K +3,847 New
SPIA
91
Steward Partners Investment Advisory
New York
$69K – – –
FRA
92
Front Row Advisors
California
$66K +$26.3K +1,000 +67%
IA
93
IFP Advisors
Florida
$50K +$50.2K +1,909 New
BWL
94
Bogart Wealth LLC
Virginia
$39K – – –
RIM
95
Rockbridge Investment Management
New York
$26K – – –
VCM
96
Vigilant Capital Management
Maine
$25K – – –
SIM
97
Sonora Investment Management
Arizona
$10K +$9.86K +375 New
BlackRock
98
BlackRock
New York
$4K -$21.9K -835 -86%
FCA
99
FinTrust Capital Advisors
South Carolina
$173 – – –
EC
100
Estate Counselors
Wisconsin
– -$1.77M -67,390 Closed
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.