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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

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

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
Bank of America
1
Bank of America
North Carolina
$39M +$4.94M +194,604 +14%
US Bancorp
2
US Bancorp
Minnesota
$20.1M +$1.4M +54,938 +7%
Wells Fargo
3
Wells Fargo
California
$19.7M -$410K -16,126 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.1M +$2.3M +90,699 +14%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.5M +$2.55M +100,409 +17%
NA
6
NewEdge Advisors
Louisiana
$17M +$1.02M +40,238 +6%
Morgan Stanley
7
Morgan Stanley
New York
$13.5M -$1.96M -77,124 -13%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.7M +$489K +19,256 +4%
Jane Street
9
Jane Street
New York
$11.1M +$11.2M +439,953 New
LIM
10
Leavell Investment Management
Alabama
$10.5M -$337K -13,275 -3%
RCA
11
Resonant Capital Advisors
Wisconsin
$7.8M +$7.85M +309,091 New
UBS Group
12
UBS Group
Switzerland
$7.52M +$1.26M +49,556 +20%
LPL Financial
13
LPL Financial
California
$7.19M +$464K +18,246 +7%
RFC
14
Regions Financial Corp
Alabama
$7.13M -$3.17M -124,736 -31%
Mariner
15
Mariner
Kansas
$5.59M +$187K +7,362 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.14M +$596K +23,448 +13%
PWM
17
Praetorian Wealth Management
California
$5.04M -$256K -10,077 -5%
Truist Financial
18
Truist Financial
North Carolina
$4.85M -$986K -38,789 -17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.54M +$253K +9,965 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.26M +$591K +23,274 +16%
CIM
21
Confluence Investment Management
Missouri
$4.2M +$51.9K +2,042 +1%
UCFA
22
United Capital Financial Advisors
Texas
$3.81M +$20.7K +815 +0.5%
LPT
23
Legacy Private Trust
Wisconsin
$3.8M -$459K -18,078 -11%
RJA
24
Raymond James & Associates
Florida
$3.74M +$712K +28,020 +23%
Stifel Financial
25
Stifel Financial
Missouri
$3.34M -$200K -7,881 -6%
1
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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.