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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $470M → $514M (+$43.7M)

3% more funds holding

Funds holding: 151156 (+5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
76
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$4.24M +$842K +32,630 +25%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$4.02M -$25.6K -993 -0.6%
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.86M +$1.04M +40,487 +37%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.62M -$138K -5,366 -4%
RCA
30
Resonant Capital Advisors
Wisconsin
$3.6M -$527K -20,422 -13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.56M -$822K -31,851 -19%
BPA
32
Beacon Pointe Advisors
California
$3.56M +$163K +6,330 +5%
WIC
33
Woodmont Investment Counsel
Tennessee
$3.53M +$72.3K +2,800 +2%
SCA
34
Stonebridge Capital Advisors
Minnesota
$3.41M +$83.7K +3,244 +3%
RFC
35
Regions Financial Corp
Alabama
$3.37M +$57.7K +2,236 +2%
UCFA
36
United Capital Financial Advisors
Texas
$3.28M -$371K -14,375 -10%
P
37
Paradiem
Louisiana
$3.25M +$3.24M +125,678 New
SPA
38
Sentinel Pension Advisors
Massachusetts
$3.12M +$59.1K +2,291 +2%
SCG
39
Sonata Capital Group
Washington
$2.8M
MCCA
40
Mill Creek Capital Advisors
Pennsylvania
$2.52M
CTC
41
Central Trust Company
Missouri
$2.36M -$30.7K -1,188 -1%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.32M +$231K +8,969 +11%
LIA
43
LBMC Investment Advisors
Tennessee
$2.17M +$1.39M +53,978 +180%
PFM
44
Phillips Financial Management
Indiana
$2.04M
Mariner
45
Mariner
Kansas
$1.91M -$2.22K -86 -0.1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$1.82M +70,620 +5,132%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.84M +$319K +12,352 +21%
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.83M +$1.62M +62,800 +785%
CIAS
49
CFS Investment Advisory Services
New Jersey
$1.8M +$253K +9,796 +16%
LF
50
Lee Financial
Texas
$1.76M

IBMM Hedge Fund Activity: Q1 2023 in Review

156 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2023, worth a combined $514M — up 9.3% from $470M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMM positions and 10 closed out — a net gain of 9 holders — while 76 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2023, up from 151 in Q4 2022.
  • Funds reported $514M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.