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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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152 hedge funds and large institutions have $490M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

5% less capital invested

Capital invested by funds: $514M → $490M (-$24.3M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
56
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.22M
2
DSA
Droms Strauss Advisors
Missouri
+$1.59M
3
Truist Financial
Truist Financial
North Carolina
+$1.34M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$16.8M
2
FTUS
Flow Traders U.S.
New York
-$4.47M
3
NA
NewEdge Advisors
Louisiana
-$3.7M
4
LPT
Legacy Private Trust
Wisconsin
-$2.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
26
Resonant Capital Advisors
Wisconsin
$3.58M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.54M -$6.12K -238 -0.2%
WIC
28
Woodmont Investment Counsel
Tennessee
$3.37M -$141K -5,488 -4%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.36M -$241K -9,367 -7%
SCA
30
Stonebridge Capital Advisors
Minnesota
$3.32M -$71.2K -2,769 -2%
P
31
Paradiem
Louisiana
$3.24M – – –
UCFA
32
United Capital Financial Advisors
Texas
$3.18M -$91.3K -3,549 -3%
RFC
33
Regions Financial Corp
Alabama
$3.17M -$180K -6,985 -5%
SPA
34
Sentinel Pension Advisors
Massachusetts
$3.1M -$7.1K -276 -0.2%
BPA
35
Beacon Pointe Advisors
California
$2.8M -$741K -28,806 -21%
SCG
36
Sonata Capital Group
Washington
$2.78M – – –
DSA
37
Droms Strauss Advisors
Missouri
$2.73M +$1.59M +61,640 +139%
GA
38
Gateway Advisory
New Jersey
$2.71M -$1.51M -58,629 -36%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$2.5M – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$2.33M +$19.6K +763 +0.9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.18M -$2.37M -92,280 -52%
LIA
42
LBMC Investment Advisors
Tennessee
$2.16M +$515 +20 +0%
PFM
43
Phillips Financial Management
Indiana
$2.13M +$99.8K +3,880 +5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$104K +4,041 +6%
Mariner
45
Mariner
Kansas
$1.84M -$63.1K -2,454 -3%
Ameriprise
46
Ameriprise
Minnesota
$1.72M +$84.6K +3,288 +5%
CTC
47
Central Trust Company
Missouri
$1.65M -$700K -27,210 -30%
PSIWM
48
Paradigm Strategies in Wealth Management
Minnesota
$1.64M +$57.9K +2,249 +4%
Creative Planning
49
Creative Planning
Kansas
$1.58M +$28.7K +1,114 +2%
CIAS
50
CFS Investment Advisory Services
New Jersey
$1.58M -$211K -8,215 -12%
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IBMM Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2023, worth a combined $490M — down 4.7% from $514M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBMM and 10 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 56 added.

The largest buyer was Colony Group, adding an estimated $4.22M. The largest seller was Cetera Advisor Networks, cutting an estimated $16.8M.

  • 152 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2023, down from 156 in Q1 2023.
  • Funds reported $490M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2023 was Colony Group, an estimated $4.22M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.