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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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171 hedge funds and large institutions have $426M invested in iShares iBonds Dec 2023 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

20% more funds holding

Funds holding: 142 → 171 (+29)

20% more capital invested

Capital invested by funds: $356M → $426M (+$70.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
171
Holders Change
+29
Holders Change %
+20.42%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
60
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.4M
2
Morgan Stanley
Morgan Stanley
New York
+$11.7M
3
GT
Glenview Trust
Kentucky
+$8.87M
4
Wells Fargo
Wells Fargo
California
+$8.21M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$44.7M
2
Jane Street
Jane Street
New York
-$10.6M
3
CIM
Confluence Investment Management
Missouri
-$1.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.09M
5
PAG
Private Advisor Group
New Jersey
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
AM
126
Atwater Malick
Pennsylvania
$291K +$24.9K +985 +9%
AFP
127
Ausdal Financial Partners
Iowa
$290K +$734 +29 +0.3%
MAS
128
Madden Advisory Services
Florida
$290K -$2.4K -95 -0.8%
NC
129
NovaPoint Capital
Georgia
$289K – – –
WA
130
Wealthstar Advisors
Texas
$263K – – –
WCWM
131
Willow Creek Wealth Management
California
$260K – – –
WIC
132
Woodmont Investment Counsel
Tennessee
$254K – – –
IWM
133
IHT Wealth Management
Illinois
$249K +$1.01K +40 +0.4%
TWM
134
Tradition Wealth Management
Minnesota
$247K -$496K -19,592 -67%
AF
135
Arrow Financial
New York
$245K +$45.5K +1,798 +23%
GEA
136
Glen Eagle Advisors
New Jersey
$243K +$304 +12 +0.1%
CPSC
137
Carl P. Sherr & Co
Massachusetts
$238K -$38.7K -1,530 -14%
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$218K +8,623 New
4WM
139
4J Wealth Management
Virginia
$218K +$218K +8,613 New
LF
140
Lantz Financial
Illinois
$217K +$217K +8,573 New
KCM
141
Kathmere Capital Management
Pennsylvania
$216K +$861 +34 +0.4%
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$216K – – –
SAG
143
SageView Advisory Group
California
$204K +$204K +8,050 New
HWM
144
HB Wealth Management
Georgia
$202K – – –
SRC
145
Shufro Rose & Co
New York
$200K +$200K +7,895 New
BWM
146
BCS Wealth Management
Tennessee
$200K -$199K -7,880 -50%
HIA
147
Harbor Investment Advisory
Maryland
$188K +$135K +5,329 +258%
VCM
148
Vigilant Capital Management
Maine
$146K +$6.07K +240 +4%
HS
149
Horan Securities
United States
$134K +$100K +3,962 +300%
CFGS
150
Concourse Financial Group Securities
Alabama
$129K -$2.76K -109 -2%
4 5
6
7 8

IBML Hedge Fund Activity: Q4 2022 in Review

171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) for Q4 2022, worth a combined $426M — up 20% from $356M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBML positions and 7 closed out — a net gain of 31 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $44.7M.

  • 171 institutional investors held iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) as of Q4 2022, up from 142 in Q3 2022.
  • Funds reported $426M of iShares iBonds Dec 2023 Term Muni Bond ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2023 Term Muni Bond ETF positions in Q4 2022 and 7 closed out, a net change of +31 holders.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF buyer in Q4 2022 was Bank of America, an estimated $15.4M added.
  • The largest iShares iBonds Dec 2023 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $44.7M sold.

Based on aggregated 13F filings for Q4 2022.