We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

Back to rankings

79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $92.5M → $122M (+$29.6M)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
49
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.13M
2
UCFA
United Capital Financial Advisors
Texas
+$4.39M
3
US Bancorp
US Bancorp
Minnesota
+$2.85M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.51M
5
Bank of America
Bank of America
North Carolina
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
2
SEIA
Signature Estate & Investment Advisors
California
-$477K
3
FTUS
Flow Traders U.S.
New York
-$400K
4
Jane Street
Jane Street
New York
-$380K
5
DP
Denver PWM
Colorado
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
26
Brandywine Oak Private Wealth
Pennsylvania
$1.23M +$680K +25,079 +123%
ANTB
27
AMG National Trust Bank
Colorado
$1.14M – – –
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1.13M – – –
RJA
29
Raymond James & Associates
Florida
$1.12M +$78.8K +2,905 +8%
SSB
30
Sandy Spring Bank
Maryland
$1.1M +$365K +13,450 +50%
PWS
31
Peloton Wealth Strategists
Indiana
$1.08M +$73.2K +2,700 +7%
CIA
32
Covington Investment Advisors
Pennsylvania
$1.01M +$14.6K +540 +1%
SCG
33
Sonata Capital Group
Washington
$1.01M +$210K +7,758 +26%
PFM
34
Phillips Financial Management
Indiana
$982K +$983K +36,245 New
Stifel Financial
35
Stifel Financial
Missouri
$868K +$346K +12,767 +66%
CDIA
36
Capital Directions Investment Advisors
Georgia
$852K +$77.3K +2,852 +10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$804K +$251K +9,241 +45%
Mariner
38
Mariner
Kansas
$772K +$127K +4,685 +20%
VA
39
Valmark Advisers
Ohio
$733K +$304K +11,218 +71%
PWM
40
Paulson Wealth Management
Illinois
$706K +$2.58K +95 +0.4%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$680K +$681K +25,113 New
EWM
42
Executive Wealth Management
Michigan
$675K +$1.98K +73 +0.3%
AWM
43
Altium Wealth Management
New York
$674K +$3.52K +130 +0.5%
AFP
44
Ausdal Financial Partners
Iowa
$620K +$3.71K +137 +0.6%
APA
45
American Portfolios Advisors
New York
$536K +$263K +9,690 +96%
WI
46
WrapManager Inc
California
$502K -$2.66K -98 -0.5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$446K +$68.6K +2,530 +18%
ADL
48
Asset Dedication LLC
California
$446K +$257K +9,487 +136%
BPA
49
Beacon Pointe Advisors
California
$423K +$434 +16 +0.1%
BWM
50
BCS Wealth Management
Tennessee
$389K – – –
1
2
3 4

IBMM Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2020, worth a combined $122M — up 32% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 6 closed out — a net gain of 6 holders — while 49 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.

  • 79 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2020, up from 73 in Q2 2020.
  • Funds reported $122M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $5.13M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2020.