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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $340M → $470M (+$130M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.74M +$3.73M +145,286 New
UCFA
27
United Capital Financial Advisors
Texas
$3.64M -$90.8K -3,540 -2%
WIC
28
Woodmont Investment Counsel
Tennessee
$3.44M
GA
29
Gateway Advisory
New Jersey
$3.38M -$899K -35,041 -21%
BPA
30
Beacon Pointe Advisors
California
$3.38M +$616K +24,003 +22%
SCA
31
Stonebridge Capital Advisors
Minnesota
$3.31M +$35K +1,366 +1%
RFC
32
Regions Financial Corp
Alabama
$3.29M -$573K -22,337 -15%
CIA
33
Covington Investment Advisors
Pennsylvania
$3.1M +$1.05M +40,815 +51%
SPA
34
Sentinel Pension Advisors
Massachusetts
$3.05M +$247K +9,620 +9%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$2.93M +$2.31M +90,102 +391%
Stifel Financial
36
Stifel Financial
Missouri
$2.84M +$774K +30,148 +38%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.8M +$2.09M +81,341 +298%
SCG
38
Sonata Capital Group
Washington
$2.78M -$33.4K -1,300 -1%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$2.5M +$2.5M +97,238 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2.42M -$358K -13,967 -13%
CTC
41
Central Trust Company
Missouri
$2.38M -$150K -5,834 -6%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.07M +$1.13M +44,118 +121%
PFM
43
Phillips Financial Management
Indiana
$2.03M +$441K +17,200 +28%
Mariner
44
Mariner
Kansas
$1.91M +$243K +9,476 +15%
LF
45
Lee Financial
Texas
$1.75M
IA
46
IFP Advisors
Florida
$1.62M +$1.13M +43,906 +214%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$1.58M +$407K +15,858 +35%
CIAS
48
CFS Investment Advisory Services
New Jersey
$1.54M -$43.9M -1,709,722 -97%
BOPW
49
Brandywine Oak Private Wealth
Pennsylvania
$1.53M -$438K -17,084 -22%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.51M +$950K +37,022 +170%

IBMM Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2022, worth a combined $470M — up 38% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMM positions and 8 closed out — a net gain of 20 holders — while 67 added to existing stakes and 34 trimmed.

The largest buyer was Colony Group, adding an estimated $73.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.9M.

  • 151 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $470M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2022 was Colony Group, an estimated $73.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.