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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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128 hedge funds and large institutions have $242M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

4% more funds holding

Funds holding: 123 → 128 (+5)

4% more capital invested

Capital invested by funds: $234M → $242M (+$8.74M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
52
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.97M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$1.96M
3
Truist Financial
Truist Financial
North Carolina
+$1.87M
4
LIM
Leavell Investment Management
Alabama
+$1.13M
5
AWM
Apollon Wealth Management
South Carolina
+$896K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stonebridge Capital Advisors
Minnesota
-$2.81M
2
Jane Street
Jane Street
New York
-$1.2M
3
RFC
Regions Financial Corp
Alabama
-$544K
4
UBS Group
UBS Group
Switzerland
-$514K
5
BPA
Beacon Pointe Advisors
California
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
76
Cary Street Partners Asset Management
Virginia
$429K -$2.22K -85 -0.5%
CBFP
77
Cedar Brook Financial Partners
Ohio
$424K +$443 +17 +0.1%
CIA
78
Capital Investment Advisors
Georgia
$411K +$61.8K +2,368 +18%
BWM
79
BCS Wealth Management
Tennessee
$410K – – –
CCA
80
Childress Capital Advisors
Texas
$408K – – –
FAFN
81
First Affirmative Financial Network
Colorado
$403K +$404K +15,481 New
ST
82
Spinnaker Trust
Maine
$398K +$25K +960 +7%
WI
83
WrapManager Inc
California
$341K -$3.68K -141 -1%
ASN
84
Advisory Services Network
Georgia
$339K +$106K +4,062 +45%
SVWAG
85
Sound View Wealth Advisors Group
Georgia
$338K +$339K +12,992 New
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$321K – – –
NA
87
NewEdge Advisors
Louisiana
$304K -$2.5K -96 -0.8%
BF
88
BOK Financial
Oklahoma
$300K +$301K +11,552 New
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$280K +$4.22K +162 +2%
PGAM
90
Princeton Global Asset Management
New Jersey
$273K – – –
LNC
91
Lincoln National Corp
Pennsylvania
$271K -$225K -8,611 -45%
CPSC
92
Carl P. Sherr & Co
Massachusetts
$259K +$55K +2,110 +27%
ACS
93
Archford Capital Strategies
Illinois
$258K – – –
IWM
94
IHT Wealth Management
Illinois
$252K +$253K +9,683 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$249K +$53.6K +2,054 +27%
GEA
96
Glen Eagle Advisors
New Jersey
$248K – – –
5L
97
55I LLC
Massachusetts
$228K -$22.1K -846 -9%
SPC
98
Sigma Planning Corp
Michigan
$227K +$600 +23 +0.3%
KCM
99
Kathmere Capital Management
Pennsylvania
$218K +$574 +22 +0.3%
FTUS
100
Flow Traders U.S.
New York
$218K +$219K +8,382 New
2 3
4
5 6

IBML Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q3 2021, worth a combined $242M — up 3.7% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBML positions and 5 closed out — a net gain of 5 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $1.97M. The largest seller was Stonebridge Capital Advisors, cutting an estimated $2.81M.

  • 128 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $242M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q3 2021 was Bank of America, an estimated $1.97M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q3 2021 was Stonebridge Capital Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2021.