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.

95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

20% more funds holding

Funds holding: 7995 (+16)

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.5M)

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
26
Sonata Capital Group
Washington
$1.63M +$625K +23,090 +62%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.52M +$16.3K +601 +1%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.5M -$13.2K -487 -0.9%
P
29
Paradiem
Louisiana
$1.48M +$1.48M +54,576 New
PAG
30
Private Advisor Group
New Jersey
$1.26M +$1.26M +46,511 New
BOPW
31
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$6.77K -250 -0.5%
SSB
32
Sandy Spring Bank
Maryland
$1.21M +$105K +3,875 +10%
ANTB
33
AMG National Trust Bank
Colorado
$1.14M
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$1.13M
PWS
35
Peloton Wealth Strategists
Indiana
$1.1M +$27.1K +1,000 +3%
RJA
36
Raymond James & Associates
Florida
$1.02M -$100K -3,699 -9%
CIA
37
Covington Investment Advisors
Pennsylvania
$1.01M -$2.71K -100 -0.3%
SIC
38
Sigma Investment Counselors
Michigan
$1M +$781K +28,851 +350%
Stifel Financial
39
Stifel Financial
Missouri
$992K +$124K +4,595 +14%
PFM
40
Phillips Financial Management
Indiana
$982K
CDIA
41
Capital Directions Investment Advisors
Georgia
$925K +$72.5K +2,680 +9%
VA
42
Valmark Advisers
Ohio
$837K +$104K +3,855 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$802K -$2K -74 -0.2%
APA
44
American Portfolios Advisors
New York
$725K +$189K +6,980 +35%
Mariner
45
Mariner
Kansas
$707K -$64.9K -2,399 -8%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$687K +$5.63K +208 +0.8%
EWM
47
Executive Wealth Management
Michigan
$661K -$13.2K -487 -2%
PWM
48
Paulson Wealth Management
Illinois
$640K -$66.2K -2,448 -9%
AFP
49
Ausdal Financial Partners
Iowa
$609K -$10.9K -404 -2%
Truist Financial
50
Truist Financial
North Carolina
$602K +$230K +8,499 +62%

IBMM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2020, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 2 closed out — a net gain of 16 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Azimuth Capital Management, opening a new position worth an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $1.46M.

  • 95 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $145M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2020 and 2 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2020 was Azimuth Capital Management, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2020 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2020.