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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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125 hedge funds and large institutions have $257M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $242M → $257M (+$14.7M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 128 → 125 (-3)

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
57
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
+$3.61M
2
Bank of America
Bank of America
North Carolina
+$2.88M
3
Jane Street
Jane Street
New York
+$2.36M
4
Wells Fargo
Wells Fargo
California
+$2.04M
5
RFC
Regions Financial Corp
Alabama
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$4.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.83M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$810K
4
PWM
Paulson Wealth Management
Illinois
-$576K
5
PAG
Private Advisor Group
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$461K +$987 +38 +0.2%
CIA
77
Capital Investment Advisors
Georgia
$443K +$33.3K +1,281 +8%
BPA
78
Beacon Pointe Advisors
California
$442K +$443K +17,063 New
DADC
79
D.A. Davidson & Co
Montana
$438K – – –
FAFN
80
First Affirmative Financial Network
Colorado
$435K +$33.6K +1,293 +8%
CBFP
81
Cedar Brook Financial Partners
Ohio
$423K +$623 +24 +0.1%
ADL
82
Asset Dedication LLC
California
$408K -$61.4K -2,365 -13%
BWM
83
BCS Wealth Management
Tennessee
$408K – – –
CCA
84
Childress Capital Advisors
Texas
$408K – – –
SVWAG
85
Sound View Wealth Advisors Group
Georgia
$395K +$58.2K +2,243 +17%
WI
86
WrapManager Inc
California
$340K – – –
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$320K – – –
CSPAM
88
Cary Street Partners Asset Management
Virginia
$318K -$110K -4,237 -26%
PGAM
89
Princeton Global Asset Management
New Jersey
$283K +$10K +385 +4%
CPSC
90
Carl P. Sherr & Co
Massachusetts
$283K +$25.1K +965 +10%
NA
91
NewEdge Advisors
Louisiana
$282K -$20.4K -787 -7%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$279K – – –
ACS
93
Archford Capital Strategies
Illinois
$260K +$2.8K +108 +1%
IWM
94
IHT Wealth Management
Illinois
$252K +$909 +35 +0.4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$248K – – –
GEA
96
Glen Eagle Advisors
New Jersey
$248K – – –
WCWM
97
Willow Creek Wealth Management
California
$243K +$26K +1,000 +12%
PWM
98
Paulson Wealth Management
Illinois
$219K -$576K -22,173 -72%
KCM
99
Kathmere Capital Management
Pennsylvania
$219K +$805 +31 +0.4%
FTUS
100
Flow Traders U.S.
New York
$214K -$3.14K -121 -1%
2 3
4
5 6

IBML Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2021, worth a combined $257M — up 6.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBML and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 57 added.

The largest buyer was Gateway Advisory, adding an estimated $3.61M. The largest seller was HighTower Advisors, cutting an estimated $4.63M.

  • 125 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2021, down from 128 in Q3 2021.
  • Funds reported $257M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2021 and 11 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2021 was Gateway Advisory, an estimated $3.61M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2021 was HighTower Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2021.