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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

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

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: 142171 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$54.6M +$15.4M +609,957 +40%
Wells Fargo
2
Wells Fargo
California
$28M +$8.21M +324,482 +42%
Morgan Stanley
3
Morgan Stanley
New York
$25.3M +$11.7M +462,494 +86%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$20.5M +$2.91M +115,001 +17%
US Bancorp
5
US Bancorp
Minnesota
$19.7M -$473K -18,700 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.4M +$1.22M +48,138 +7%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.5M +$762K +30,106 +6%
UBS Group
8
UBS Group
Switzerland
$10.9M +$3.37M +133,268 +45%
LIM
9
Leavell Investment Management
Alabama
$10.8M +$202K +7,988 +2%
LPL Financial
10
LPL Financial
California
$10.7M +$3.51M +138,788 +49%
GT
11
Glenview Trust
Kentucky
$8.88M +$8.87M +350,405 New
RCA
12
Resonant Capital Advisors
Wisconsin
$7.46M -$375K -14,827 -5%
RFC
13
Regions Financial Corp
Alabama
$6.97M -$189K -7,449 -3%
Truist Financial
14
Truist Financial
North Carolina
$5.98M +$1.11M +43,912 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.93M +$1.65M +65,057 +39%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.81M +$2.6M +102,727 +81%
LPT
17
Legacy Private Trust
Wisconsin
$5.17M +$1.34M +53,048 +35%
Mariner
18
Mariner
Kansas
$5.05M -$562K -22,191 -10%
PWM
19
Praetorian Wealth Management
California
$4.93M -$135K -5,316 -3%
Stifel Financial
20
Stifel Financial
Missouri
$4.57M +$1.21M +47,824 +36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.46M -$99.8K -3,945 -2%
RJA
22
Raymond James & Associates
Florida
$4.37M +$617K +24,395 +16%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M +$4.34M +171,665 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.07M -$1.09M -43,103 -21%
CWP
25
Cyndeo Wealth Partners
Florida
$3.88M +$3.87M +153,066 New

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.