We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

44 hedge funds and large institutions have $37.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

13% more funds holding

Funds holding: 3944 (+5)

8% more capital invested

Capital invested by funds: $34.3M → $37.2M (+$2.9M)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$319K +$76.4K +2,935 +32%
SSB
27
Sandy Spring Bank
Maryland
$275K +$31.2K +1,200 +13%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$262K -$408K -15,670 -61%
MAS
29
Managed Account Services
Florida
$245K +$34.8K +1,336 +17%
Mariner
30
Mariner
Kansas
$236K +$234K +8,987 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$231K +$228K +8,778 New
APA
32
American Portfolios Advisors
New York
$189K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$166K +$10.1K +387 +7%
AG
34
Advisor Group
Arizona
$122K +$34.7K +1,335 +41%
ADL
35
Asset Dedication LLC
California
$115K +$20.6K +790 +22%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$69.7K +$31.1K +1,196 +82%
SPIA
37
Steward Partners Investment Advisory
New York
$68K +$68K +2,612 New
WCG
38
Weaver Consulting Group
California
$66K
TA
39
TCG Advisors
Texas
$29K +$14.4K +552 +97%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$18K +$17.6K +675 New
AF
41
Advisornet Financial
Minnesota
$11K
1IA
42
1834 Investment Advisors
Wisconsin
$8K +$7.94K +305 New
BEI
43
Benjamin Edwards Inc
Missouri
$3K +$130 +5 +5%
BlackRock
44
BlackRock
New York
$1K
FAAS
45
First Allied Advisory Services
California
-$493K -19,000 Closed
WCM
46
WealthBridge Capital Management
Ohio
-$122K -4,700 Closed

IBMM Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2019, worth a combined $37.2M — up 8.5% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBMM positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $2.87M.

  • 44 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2019, up from 39 in Q1 2019.
  • Funds reported $37.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2019, up 8.5% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2019 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $1.37M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2019 was Jane Street, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2019.