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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
BFG
101
Beacon Financial Group
Texas
$329K +$331K +13,041 New
WI
102
WrapManager Inc
California
$322K +$3.2K +126 +1%
MC
103
Moors & Cabot
Massachusetts
$316K +$318K +12,532 New
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$296K -$9.6M -377,826 -97%
MAS
105
Madden Advisory Services
Florida
$291K +$407 +16 +0.1%
AFP
106
Ausdal Financial Partners
Iowa
$288K +$711 +28 +0.2%
NC
107
NovaPoint Capital
Georgia
$288K +$2.44K +96 +0.8%
ACS
108
Archford Capital Strategies
Illinois
$282K -$31.8K -1,253 -10%
CPSC
109
Carl P. Sherr & Co
Massachusetts
$276K – – –
AM
110
Atwater Malick
Pennsylvania
$265K +$266K +10,482 New
WA
111
Wealthstar Advisors
Texas
$262K +$55.9K +2,200 +27%
WCWM
112
Willow Creek Wealth Management
California
$259K +$22.9K +900 +10%
WIC
113
Woodmont Investment Counsel
Tennessee
$252K – – –
SI
114
Stephens Inc
Arkansas
$247K – – –
IWM
115
IHT Wealth Management
Illinois
$247K +$737 +29 +0.3%
JWCA
116
J.W. Cole Advisors
Florida
$246K +$248K +9,750 New
GEA
117
Glen Eagle Advisors
New Jersey
$242K +$254 +10 +0.1%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$215K – – –
KCM
119
Kathmere Capital Management
Pennsylvania
$214K +$661 +26 +0.3%
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$201K – – –
HWM
121
HB Wealth Management
Georgia
$201K – – –
AF
122
Arrow Financial
New York
$199K – – –
VCM
123
Vigilant Capital Management
Maine
$140K -$8.51K -335 -6%
CFGS
124
Concourse Financial Group Securities
Alabama
$131K +$123K +4,842 +1,376%
Bessemer Group
125
Bessemer Group
New Jersey
$126K – – –
3 4
5
6 7

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.