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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

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63 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $53.5M → $74.2M (+$20.7M)

31% more funds holding

Funds holding: 48 → 63 (+15)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
6
Closed
2
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
+$2.81M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.28M
3
Jane Street
Jane Street
New York
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$217K
2
BCA
Bay Colony Advisors
Massachusetts
-$160K
3
CIM
Confluence Investment Management
Missouri
-$89.9K
4
DP
Denver PWM
Colorado
-$53.1K
5
WI
WrapManager Inc
California
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Paulson Wealth Management
Illinois
$699K +$38.1K +1,443 +6%
PWS
27
Peloton Wealth Strategists
Indiana
$687K +$106K +4,000 +18%
EWM
28
Executive Wealth Management
Michigan
$653K +$157K +5,938 +32%
AWM
29
Altium Wealth Management
New York
$636K -$16.6K -628 -3%
AFP
30
Ausdal Financial Partners
Iowa
$591K +$233K +8,825 +66%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$553K +$3.96K +150 +0.7%
WI
32
WrapManager Inc
California
$531K -$35K -1,324 -6%
Stifel Financial
33
Stifel Financial
Missouri
$479K +$57.1K +2,164 +14%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$214K +8,109 +86%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$449K +$175K +6,629 +64%
Mariner
36
Mariner
Kansas
$432K +$44.9K +1,700 +12%
ADL
37
Asset Dedication LLC
California
$392K +$204K +7,730 +109%
BWM
38
BCS Wealth Management
Tennessee
$379K +$379K +14,351 New
SSB
39
Sandy Spring Bank
Maryland
$371K +$65.5K +2,480 +21%
AIP
40
Ameritas Investment Partners
Nebraska
$333K +$79 +3 +0%
HighTower Advisors
41
HighTower Advisors
Illinois
$321K +$320K +12,132 New
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$317K +$317K +12,005 New
BCA
43
Bay Colony Advisors
Massachusetts
$286K -$160K -6,051 -36%
LIM
44
Leavell Investment Management
Alabama
$270K – – –
APA
45
American Portfolios Advisors
New York
$267K +$76.6K +2,900 +40%
MAS
46
Managed Account Services
Florida
$249K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$244K +$244K +9,244 New
LNC
48
Lincoln National Corp
Pennsylvania
$230K +$229K +8,687 New
SIC
49
Sigma Investment Counselors
Michigan
$209K +$208K +7,895 New
AG
50
Advisor Group
Arizona
$206K +$84.8K +3,211 +69%
1
2
3

IBMM Hedge Fund Activity: Q4 2019 in Review

63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2019, worth a combined $74.2M — up 39% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 2 closed out — a net gain of 15 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Estate Counselors, opening a new position worth an estimated $2.81M. The largest seller was UBS Group, cutting an estimated $217K.

  • 63 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $74.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2019, up 39% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2019 and 2 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2019 was Estate Counselors, an estimated $2.81M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2019 was UBS Group, an estimated $217K sold.

Based on aggregated 13F filings for Q4 2019.