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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $176M → $186M (+$10.3M)

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$1.93M +$110K +4,058 +6%
PAG
27
Private Advisor Group
New Jersey
$1.79M +$271K +10,027 +18%
CIAS
28
CFS Investment Advisory Services
New Jersey
$1.78M +$1.79M +66,255 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.67M +$155K +5,726 +10%
P
30
Paradiem
Louisiana
$1.65M
Citadel Advisors
31
Citadel Advisors
Florida
$1.48M +$372K +13,762 +33%
CIC
32
Carnegie Investment Counsel
Ohio
$1.41M +$182K +6,750 +15%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M -$87.7K -3,246 -6%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$66.4K -2,459 -5%
AWM
35
Apollon Wealth Management
South Carolina
$1.26M +$1.26M +46,800 New
RJA
36
Raymond James & Associates
Florida
$1.24M +$161K +5,952 +15%
PFM
37
Phillips Financial Management
Indiana
$1.18M
ANTB
38
AMG National Trust Bank
Colorado
$1.13M
CIA
39
Covington Investment Advisors
Pennsylvania
$1.13M +$8.02K +297 +0.7%
Creative Planning
40
Creative Planning
Kansas
$1.13M -$7.11K -263 -0.6%
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$1.12M
PWS
42
Peloton Wealth Strategists
Indiana
$1.1M
SSB
43
Sandy Spring Bank
Maryland
$1.1M +$75.2K +2,785 +7%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$1.04M +$40K +1,480 +4%
CCA
45
Childress Capital Advisors
Texas
$1.03M
SIC
46
Sigma Investment Counselors
Michigan
$1M +$27 +1 +0%
CDIA
47
Capital Directions Investment Advisors
Georgia
$919K
VA
48
Valmark Advisers
Ohio
$912K -$114K -4,235 -11%
PA
49
PFG Advisors
Arizona
$903K +$213K +7,890 +31%
APA
50
American Portfolios Advisors
New York
$865K

IBMM Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2021, worth a combined $186M — up 5.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $3.44M. The largest seller was Estate Counselors, cutting an estimated $2.72M.

  • 106 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2021, up from 104 in Q2 2021.
  • Funds reported $186M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2021 was Leavell Investment Management, an estimated $3.44M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2021 was Estate Counselors, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2021.