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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

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: 126140 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.4M +$12.1M +475,394 +54%
Wells Fargo
2
Wells Fargo
California
$20.3M +$731K +28,753 +4%
US Bancorp
3
US Bancorp
Minnesota
$18.9M +$3.15M +123,776 +20%
NA
4
NewEdge Advisors
Louisiana
$16.2M +$15.4M +606,702 +2,142%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16M +$7.41M +291,487 +87%
Morgan Stanley
6
Morgan Stanley
New York
$15.7M +$2.89M +113,667 +23%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$15.1M +$6.87M +270,157 +84%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.4M +$2.36M +92,977 +24%
LIM
9
Leavell Investment Management
Alabama
$11M +$1.11M +43,792 +11%
RFC
10
Regions Financial Corp
Alabama
$10.4M +$6.57M +258,451 +174%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$9.93M +$286K +11,253 +3%
GA
12
Gateway Advisory
New Jersey
$7.9M -$209K -8,208 -3%
LPL Financial
13
LPL Financial
California
$6.8M +$488K +19,217 +8%
UBS Group
14
UBS Group
Switzerland
$6.33M -$124K -4,894 -2%
Truist Financial
15
Truist Financial
North Carolina
$5.89M +$1.76M +69,195 +43%
Mariner
16
Mariner
Kansas
$5.46M +$160K +6,306 +3%
PWM
17
Praetorian Wealth Management
California
$5.35M +$166K +6,527 +3%
Ameriprise
18
Ameriprise
Minnesota
$4.87M +$173K +6,825 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.59M -$484K -19,060 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.33M +$73.1K +2,876 +2%
LPT
21
Legacy Private Trust
Wisconsin
$4.31M +$777K +30,576 +22%
CIM
22
Confluence Investment Management
Missouri
$4.19M +$65.8K +2,590 +2%
SPF
23
Steven Patrick Farmer
$4.19M +$4.18M +164,295 New
PI
24
PFS Investments
Georgia
$4.11M +$4.1M +161,118 New
UCFA
25
United Capital Financial Advisors
Texas
$3.83M -$231K -9,076 -6%

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.