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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

107 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $186M → $202M (+$15.5M)

1% more funds holding

Funds holding: 106107 (+1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
57
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.13M +$106K +3,957 +5%
Jane Street
27
Jane Street
New York
$2.09M -$951K -35,393 -31%
CIAS
28
CFS Investment Advisory Services
New Jersey
$1.86M +$109K +4,073 +6%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.79M +$433K +16,101 +32%
PAG
30
Private Advisor Group
New Jersey
$1.76M -$24.2K -902 -1%
CIC
31
Carnegie Investment Counsel
Ohio
$1.71M +$310K +11,545 +22%
P
32
Paradiem
Louisiana
$1.63M
NWM
33
Northcape Wealth Management
New York
$1.6M +$1.6M +59,517 New
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.4M +$66.1K +2,460 +5%
PFM
35
Phillips Financial Management
Indiana
$1.36M +$185K +6,891 +16%
AWM
36
Apollon Wealth Management
South Carolina
$1.33M +$80.6K +3,000 +6%
RJA
37
Raymond James & Associates
Florida
$1.23M -$3.33K -124 -0.3%
CIA
38
Covington Investment Advisors
Pennsylvania
$1.2M +$71K +2,642 +6%
SSB
39
Sandy Spring Bank
Maryland
$1.2M +$104K +3,880 +10%
ANTB
40
AMG National Trust Bank
Colorado
$1.13M
Creative Planning
41
Creative Planning
Kansas
$1.12M -$4.54K -169 -0.4%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$1.11M
RFC
43
Regions Financial Corp
Alabama
$1.11M -$811K -30,173 -42%
PSIWM
44
Paradigm Strategies in Wealth Management
Minnesota
$1.06M +$30K +1,116 +3%
Citadel Advisors
45
Citadel Advisors
Florida
$1.05M -$423K -15,735 -29%
CCA
46
Childress Capital Advisors
Texas
$1.02M
SIC
47
Sigma Investment Counselors
Michigan
$1M +$8.11K +302 +0.8%
PWS
48
Peloton Wealth Strategists
Indiana
$984K -$107K -4,000 -10%
Mariner
49
Mariner
Kansas
$941K +$298K +11,075 +46%
VA
50
Valmark Advisers
Ohio
$939K +$32.1K +1,195 +4%

IBMM Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2021, worth a combined $202M — up 8.3% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 8 closed out — a net gain of 1 holder — while 57 added to existing stakes and 21 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $2.86M. The largest seller was Jane Street, cutting an estimated $951K.

  • 107 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $202M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2021 was Legacy Private Trust, an estimated $2.86M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2021.