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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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140 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $268M → $356M (+$87.5M)

11% more funds holding

Funds holding: 126 → 140 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
52
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$15.4M
2
Bank of America
Bank of America
North Carolina
+$12.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.41M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.87M
5
RFC
Regions Financial Corp
Alabama
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$45.1M
2
EWA
EP Wealth Advisors
California
-$720K
3
Jane Street
Jane Street
New York
-$613K
4
CA
CGN Advisors
Kansas
-$485K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
101
Cary Street Partners Asset Management
Virginia
$313K – – –
EIA
102
Eldridge Investment Advisors
New Hampshire
$313K +$312K +12,281 New
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$308K +$49.3K +1,940 +19%
SWMG
104
Signature Wealth Management Group
Georgia
$306K +$305K +11,992 New
MAS
105
Madden Advisory Services
Florida
$293K +$292K +11,506 New
AFP
106
Ausdal Financial Partners
Iowa
$290K -$139K -5,461 -32%
NC
107
NovaPoint Capital
Georgia
$288K +$287K +11,302 New
CPSC
108
Carl P. Sherr & Co
Massachusetts
$279K – – –
WIC
109
Woodmont Investment Counsel
Tennessee
$255K +$254K +10,000 New
SI
110
Stephens Inc
Arkansas
$250K +$249K +9,800 New
IWM
111
IHT Wealth Management
Illinois
$249K +$661 +26 +0.3%
GEA
112
Glen Eagle Advisors
New Jersey
$244K +$203 +8 +0.1%
WCWM
113
Willow Creek Wealth Management
California
$239K – – –
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$217K – – –
KCM
115
Kathmere Capital Management
Pennsylvania
$216K +$559 +22 +0.3%
WA
116
Wealthstar Advisors
Texas
$209K – – –
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$203K – – –
HWM
118
HB Wealth Management
Georgia
$203K – – –
PWM
119
Paulson Wealth Management
Illinois
$202K -$4.32K -170 -2%
LNC
120
Lincoln National Corp
Pennsylvania
$202K +$201K +7,916 New
AF
121
Arrow Financial
New York
$201K +$200K +7,886 New
VCM
122
Vigilant Capital Management
Maine
$150K +$9.79K +385 +7%
IA
123
IFP Advisors
Florida
$148K – – –
Bessemer Group
124
Bessemer Group
New Jersey
$127K – – –
MA
125
MCF Advisors
Kentucky
$103K -$8.85K -348 -8%
3 4
5
6 7

IBML Hedge Fund Activity: Q2 2022 in Review

140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q2 2022, worth a combined $356M — up 33% from $268M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBML positions and 11 closed out — a net gain of 15 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $45.1M.

  • 140 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q2 2022, up from 126 in Q1 2022.
  • Funds reported $356M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q2 2022, up 33% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q2 2022 and 11 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $15.4M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $45.1M sold.

Based on aggregated 13F filings for Q2 2022.