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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $315M → $340M (+$25M)

6% more funds holding

Funds holding: 126133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$3.4M +$38.9K +1,500 +1%
RCA
27
Resonant Capital Advisors
Wisconsin
$3.39M +$3.44M +132,848 New
SCA
28
Stonebridge Capital Advisors
Minnesota
$3.24M +$74.3K +2,869 +2%
RJA
29
Raymond James & Associates
Florida
$3.09M -$270K -10,430 -8%
SCG
30
Sonata Capital Group
Washington
$2.79M +$22.4K +865 +0.8%
SPA
31
Sentinel Pension Advisors
Massachusetts
$2.77M +$36.9K +1,425 +1%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.75M +$1.05M +40,661 +60%
BPA
33
Beacon Pointe Advisors
California
$2.73M +$1.69M +65,264 +156%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$1.84M +71,000 +254%
CTC
35
Central Trust Company
Missouri
$2.5M +$163K +6,300 +7%
Stifel Financial
36
Stifel Financial
Missouri
$2.05M +$1.21M +46,678 +139%
CIA
37
Covington Investment Advisors
Pennsylvania
$2.03M +$236K +9,100 +13%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$1.95M -$169K -6,523 -8%
Jane Street
39
Jane Street
New York
$1.84M +$209K +8,062 +13%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.77M +$44.1M +1,703,148 +2,567%
LF
41
Lee Financial
Texas
$1.73M +$251K +9,670 +17%
EVM
42
Eaton Vance Management
Massachusetts
$1.7M +$1.39M +53,485 +407%
Mariner
43
Mariner
Kansas
$1.65M +$86.3K +3,331 +5%
PFM
44
Phillips Financial Management
Indiana
$1.57M +$286K +11,041 +22%
APA
45
American Portfolios Advisors
New York
$1.38M +$891K +34,388 +173%
Creative Planning
46
Creative Planning
Kansas
$1.29M +$356K +13,735 +37%
CIC
47
Carnegie Investment Counsel
Ohio
$1.25M -$306K -11,797 -19%
AWM
48
Apollon Wealth Management
South Carolina
$1.23M -$36.3K -1,400 -3%
PAG
49
Private Advisor Group
New Jersey
$1.17M +$26 +1 +0%
PSIWM
50
Paradigm Strategies in Wealth Management
Minnesota
$1.16M +$152K +5,877 +15%

IBMM Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2022, worth a combined $340M — up 7.9% from $315M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.9M.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $340M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.1M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.