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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

68 hedge funds and large institutions have $89.6M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $74.2M → $89.6M (+$15.4M)

8% more funds holding

Funds holding: 6368 (+5)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
26
Capital Directions Investment Advisors
Georgia
$748K
PWM
27
Paulson Wealth Management
Illinois
$686K -$5.89K -223 -0.9%
AWM
28
Altium Wealth Management
New York
$664K +$35K +1,323 +5%
EWM
29
Executive Wealth Management
Michigan
$647K +$1.45K +55 +0.2%
AFP
30
Ausdal Financial Partners
Iowa
$588K +$2.11K +80 +0.4%
SSB
31
Sandy Spring Bank
Maryland
$558K +$192K +7,285 +52%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$557K +$97.8K +3,702 +21%
Mariner
33
Mariner
Kansas
$521K +$94.3K +3,570 +22%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$520K -$27.4K -1,036 -5%
Stifel Financial
35
Stifel Financial
Missouri
$515K +$40.4K +1,528 +8%
PAG
36
Private Advisor Group
New Jersey
$514K +$519K +19,649 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$398K +$85.3K +3,227 +27%
WI
38
WrapManager Inc
California
$395K -$131K -4,960 -25%
BWM
39
BCS Wealth Management
Tennessee
$375K
AIP
40
Ameritas Investment Partners
Nebraska
$329K +$26 +1 +0%
ADL
41
Asset Dedication LLC
California
$304K -$84.1K -3,184 -21%
LIM
42
Leavell Investment Management
Alabama
$267K
APA
43
American Portfolios Advisors
New York
$264K
VA
44
Valmark Advisers
Ohio
$259K +$57.3K +2,169 +28%
KA
45
Klingman & Associates
New York
$254K +$257K +9,710 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$240K -$782K -29,599 -76%
Osaic Holdings
47
Osaic Holdings
Arizona
$220K +$223K +8,436 New
BPA
48
Beacon Pointe Advisors
California
$217K +$220K +8,311 New
COF
49
Capital One Financial
Virginia
$206K +$208K +7,866 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$205K -$37.3K -1,412 -15%

IBMM Hedge Fund Activity: Q1 2020 in Review

68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2020, worth a combined $89.6M — up 21% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMM positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $8.98M. The largest seller was Bank of America, cutting an estimated $2.3M.

  • 68 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $89.6M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2020, up 21% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2020 was Jane Street, an estimated $8.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2020 was Bank of America, an estimated $2.3M sold.

Based on aggregated 13F filings for Q1 2020.