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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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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
DADC
76
D.A. Davidson & Co
Montana
$609K – – –
APA
77
American Portfolios Advisors
New York
$604K – – –
SWMG
78
Signature Wealth Management Group
Georgia
$600K +$299K +11,785 +98%
SVWAG
79
Sound View Wealth Advisors Group
Georgia
$583K -$40.2K -1,583 -6%
PWS
80
Peloton Wealth Strategists
Indiana
$560K – – –
KPWS
81
Kestra Private Wealth Services
Texas
$534K -$10.2K -400 -2%
EPP
82
ETF Portfolio Partners
Kansas
$516K – – –
ASN
83
Advisory Services Network
Georgia
$508K +$407 +16 +0.1%
EWA
84
EP Wealth Advisors
California
$504K -$41.8K -1,645 -8%
AIP
85
Ameritas Investment Partners
Nebraska
$498K +$254 +10 +0.1%
CIA
86
Capital Investment Advisors
Georgia
$485K +$9.05K +356 +2%
EIA
87
Eldridge Investment Advisors
New Hampshire
$482K +$173K +6,803 +55%
PGAM
88
Princeton Global Asset Management
New Jersey
$473K +$20K +787 +4%
RHP
89
Royal Harbor Partners
Texas
$472K +$475K +18,691 New
MML Investors Services
90
MML Investors Services
Massachusetts
$470K -$116K -4,552 -20%
IA
91
IFP Advisors
Florida
$470K +$329K +12,958 +219%
PTC
92
Private Trust Company
Ohio
$467K +$15.6K +614 +3%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$436K +$133K +5,216 +43%
ST
94
Spinnaker Trust
Maine
$435K -$97.9K -3,851 -18%
FAFN
95
First Affirmative Financial Network
Colorado
$413K -$97K -3,819 -19%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$399K -$3.1K -122 -0.8%
BWM
97
BCS Wealth Management
Tennessee
$398K – – –
LNC
98
Lincoln National Corp
Pennsylvania
$386K +$188K +7,385 +93%
CBFP
99
Cedar Brook Financial Partners
Ohio
$371K +$381 +15 +0.1%
CSPAM
100
Cary Street Partners Asset Management
Virginia
$335K +$25.2K +993 +8%
2 3
4
5 6

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.