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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $176M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $160M → $176M (+$15.5M)

6% more funds holding

Funds holding: 98104 (+6)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.91M +$43K +1,592 +2%
RFC
27
Regions Financial Corp
Alabama
$1.82M +$54.9K +2,032 +3%
P
28
Paradiem
Louisiana
$1.66M
PAG
29
Private Advisor Group
New Jersey
$1.53M +$7.19K +266 +0.5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.52M -$1.4M -51,748 -48%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.43M -$11.3K -417 -0.8%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.41M +$219K +8,092 +18%
CIC
33
Carnegie Investment Counsel
Ohio
$1.23M +$44.6K +1,650 +4%
PFM
34
Phillips Financial Management
Indiana
$1.18M +$92K +3,404 +8%
Creative Planning
35
Creative Planning
Kansas
$1.14M +$1.14M +42,146 New
ANTB
36
AMG National Trust Bank
Colorado
$1.14M
CIA
37
Covington Investment Advisors
Pennsylvania
$1.13M +$16.7K +620 +2%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.12M
Citadel Advisors
39
Citadel Advisors
Florida
$1.11M +$281K +10,392 +34%
PWS
40
Peloton Wealth Strategists
Indiana
$1.1M
RJA
41
Raymond James & Associates
Florida
$1.08M -$21.3K -788 -2%
CCA
42
Childress Capital Advisors
Texas
$1.03M
VA
43
Valmark Advisers
Ohio
$1.03M +$123K +4,567 +14%
SSB
44
Sandy Spring Bank
Maryland
$1.02M -$152K -5,609 -13%
PSIWM
45
Paradigm Strategies in Wealth Management
Minnesota
$1M +$357K +13,225 +55%
SIC
46
Sigma Investment Counselors
Michigan
$1M +$54 +2 +0%
LPT
47
Legacy Private Trust
Wisconsin
$926K +$610K +22,599 +193%
CDIA
48
Capital Directions Investment Advisors
Georgia
$921K +$922K +34,128 New
APA
49
American Portfolios Advisors
New York
$866K +$144K +5,330 +20%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$782K +$277K +10,259 +55%

IBMM Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2021, worth a combined $176M — up 9.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMM positions and 5 closed out — a net gain of 6 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.98M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $2.5M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $176M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2021, up 9.7% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2021 was Jane Street, an estimated $2.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.