iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
32 hedge funds and large institutions have $21M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
87% more capital invested
Capital invested by funds: $11.2M → $21M (+$9.79M)
68% more funds holding
Funds holding: 19 → 32 (+13)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.31M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.32M |
| 3 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$717K |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$677K |
| 5 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$793K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$150K |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$37.6K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$25.4K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $183K | +$180K | +7,200 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $84K | -$14.9K | -595 | -15% |
|
|
CTC
28
Central Trust Company
Jefferson City,
Missouri
| $36K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $34K | -$11.6K | -461 | -25% |
|
|
ADL
30
Asset Dedication LLC
San Francisco,
California
| $15K | +$8.8K | +351 | +163% |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $10K | – | – | – |
|
32
BlackRock
New York
| $1K | -$1.5K | -60 | -51% |
|
|
OIA
33
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$150K | -5,974 | Closed |
|
|
RCAG
34
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$25K | -1,000 | Closed |
|
IBMM Hedge Fund Activity: Q4 2018 in Review
32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2018, worth a combined $21M — up 87% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBMM positions and 2 closed out — a net gain of 13 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $2.31M. The largest seller was Bank of New York Mellon, cutting an estimated $793K.
- 32 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2018, up from 19 in Q3 2018.
- Funds reported $21M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2018, up 87% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2018 and 2 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $2.31M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2018 was Bank of New York Mellon, an estimated $793K sold.
Based on aggregated 13F filings for Q4 2018.