iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
IBMM was delisted on the 2nd of December, 2024.
159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
7% more funds holding
Funds holding: 148 → 159 (+11)
7% more capital invested
Capital invested by funds: $426M → $456M (+$29.5M)
11% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40.9M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$12.6M |
| 3 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$3.6M |
| 4 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$2.68M |
| 5 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$9.45M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.51M |
| 4 |
Goldman Sachs
New York
|
-$2.85M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$2.81M |
IBMM Hedge Fund Activity: Q4 2023 in Review
159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2023, worth a combined $456M — up 6.9% from $426M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBMM positions and 8 closed out — a net gain of 13 holders — while 54 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40.9M. The largest seller was Jane Street, cutting an estimated $11.4M.
- 159 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2023, up from 148 in Q3 2023.
- Funds reported $456M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2023, up 6.9% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $40.9M added.
- The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2023 was Jane Street, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2023.