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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 $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $202M → $228M (+$25.8M)

3% less funds holding

Funds holding: 107104 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
43
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.52M +$10.3K +390 +0.4%
CTC
27
Central Trust Company
Missouri
$2.37M +$81.7K +3,100 +4%
Jane Street
28
Jane Street
New York
$2.03M -$738 -28 -0%
BOPW
29
Brandywine Oak Private Wealth
Pennsylvania
$1.82M +$112K +4,252 +6%
CIA
30
Covington Investment Advisors
Pennsylvania
$1.82M +$669K +25,380 +57%
CIC
31
Carnegie Investment Counsel
Ohio
$1.64M -$23.7K -899 -1%
NWM
32
Northcape Wealth Management
New York
$1.59M +$46.5K +1,763 +3%
P
33
Paradiem
Louisiana
$1.59M
PAG
34
Private Advisor Group
New Jersey
$1.4M -$317K -12,016 -18%
PFM
35
Phillips Financial Management
Indiana
$1.32M
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M -$40K -1,518 -3%
AWM
37
Apollon Wealth Management
South Carolina
$1.29M
SSB
38
Sandy Spring Bank
Maryland
$1.12M -$40.2K -1,525 -3%
RJA
39
Raymond James & Associates
Florida
$1.11M -$79.4K -3,011 -7%
ANTB
40
AMG National Trust Bank
Colorado
$1.09M
Mariner
41
Mariner
Kansas
$1.09M +$180K +6,830 +19%
REMPR
42
Roof Eidam Maycock Peralta (REMP)
California
$1.08M
PSIWM
43
Paradigm Strategies in Wealth Management
Minnesota
$1.03M
RFC
44
Regions Financial Corp
Alabama
$1.03M -$45K -1,707 -4%
VNB
45
Virginia National Bank
Virginia
$992K +$1.01M +38,144 New
ST
46
Spinnaker Trust
Maine
$966K +$329K +12,465 +51%
SIC
47
Sigma Investment Counselors
Michigan
$956K -$16.8K -637 -2%
PWS
48
Peloton Wealth Strategists
Indiana
$954K
WIC
49
Woodmont Investment Counsel
Tennessee
$935K +$949K +35,975 New
VA
50
Valmark Advisers
Ohio
$932K +$22K +836 +2%

IBMM Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2022, worth a combined $228M — up 13% from $202M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBMM and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $42.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $228M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $42.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2022.