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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

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126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $228M → $315M (+$87.6M)

21% more funds holding

Funds holding: 104 → 126 (+22)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$11.4M
2
Bank of America
Bank of America
North Carolina
+$7.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.6M
4
GT
Glenview Trust
Kentucky
+$7.59M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$41.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.7M
4
CIM
Confluence Investment Management
Missouri
-$916K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$3.43M +$2.48M +96,025 +267%
RJA
27
Raymond James & Associates
Florida
$3.42M +$2.3M +88,830 +208%
SCA
28
Stonebridge Capital Advisors
Minnesota
$3.23M +$533K +20,645 +20%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.01M +$2.99M +115,671 New
SCG
30
Sonata Capital Group
Washington
$2.82M – – –
ACIM
31
Azimuth Capital Investment Management
Michigan
$2.82M +$2.8M +108,350 New
SPA
32
Sentinel Pension Advisors
Massachusetts
$2.79M +$264K +10,212 +11%
CTC
33
Central Trust Company
Missouri
$2.39M +$20.7K +800 +0.9%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M +$841K +32,562 +64%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$2.16M +$338K +13,064 +19%
CIA
36
Covington Investment Advisors
Pennsylvania
$1.83M +$9.04K +350 +0.5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.75M +$1.59M +61,361 +1,040%
CIAS
38
CFS Investment Advisory Services
New Jersey
$1.73M -$41.6M -1,610,351 -96%
Jane Street
39
Jane Street
New York
$1.67M -$359K -13,898 -18%
Mariner
40
Mariner
Kansas
$1.59M +$500K +19,337 +46%
P
41
Paradiem
Louisiana
$1.59M -$7.62K -295 -0.5%
CIC
42
Carnegie Investment Counsel
Ohio
$1.58M -$52.5K -2,032 -3%
NWM
43
Northcape Wealth Management
New York
$1.54M -$50.9K -1,971 -3%
LF
44
Lee Financial
Texas
$1.51M +$1.51M +58,250 New
PFM
45
Phillips Financial Management
Indiana
$1.32M – – –
AWM
46
Apollon Wealth Management
South Carolina
$1.29M – – –
PAG
47
Private Advisor Group
New Jersey
$1.19M -$201K -7,795 -15%
FTUS
48
Flow Traders U.S.
New York
$1.19M +$1.18M +45,807 New
ANTB
49
AMG National Trust Bank
Colorado
$1.09M – – –
BPA
50
Beacon Pointe Advisors
California
$1.09M +$446K +17,246 +70%
1
2
3 4 5

IBMM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.

  • 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.