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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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164 hedge funds and large institutions have $362M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

2% more funds holding

Funds holding: 161 → 164 (+3)

12% less capital invested

Capital invested by funds: $413M → $362M (-$51M)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

Holders
164
Holders Change
+3
Holders Change %
+1.86%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$2.21M
2
PA
PSI Advisors
Florida
+$1.94M
3
VA
Valmark Advisers
Ohio
+$1.26M
4
Bank of America
Bank of America
North Carolina
+$1.18M
5
SWP
Stratos Wealth Partners
Ohio
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$19.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.47M
3
Morgan Stanley
Morgan Stanley
New York
-$8.14M
4
HighTower Advisors
HighTower Advisors
Illinois
-$7.31M
5
SCG
Sonata Capital Group
Washington
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.02M -$1.73M -66,410 -30%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.84M -$132K -5,081 -3%
CWP
28
Cyndeo Wealth Partners
Florida
$3.83M -$86.4K -3,325 -2%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$3.65M +$8.37K +322 +0.2%
HBT
30
Hills Bank & Trust
Iowa
$3.36M +$2.21M +85,180 +194%
P
31
Paradiem
Louisiana
$3.27M – – –
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$3.17M +$401K +15,436 +15%
CTC
33
Central Trust Company
Missouri
$3.03M +$82.7K +3,185 +3%
SPA
34
Sentinel Pension Advisors
Massachusetts
$2.97M -$11.5K -441 -0.4%
QFA
35
Quantum Financial Advisors
California
$2.95M -$411K -15,807 -12%
LIA
36
LBMC Investment Advisors
Tennessee
$2.8M +$252K +9,713 +10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.62M -$139K -5,345 -5%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$2.6M -$436K -16,800 -14%
Ameriprise
39
Ameriprise
Minnesota
$2.55M +$198K +7,619 +8%
VA
40
Valmark Advisers
Ohio
$2.46M +$1.26M +48,577 +106%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.42M -$1.38K -53 -0.1%
Lido Advisors
42
Lido Advisors
California
$2.41M +$2K +77 +0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$2.38M +$396K +15,252 +20%
UCFA
44
United Capital Financial Advisors
Texas
$2.25M -$142K -5,451 -6%
Mariner
45
Mariner
Kansas
$2.18M +$61.9K +2,384 +3%
PA
46
PSI Advisors
Florida
$1.94M +$1.94M +74,610 New
SA
47
Sanctuary Advisors
Indiana
$1.9M +$1.9M +73,021 New
PFM
48
Phillips Financial Management
Indiana
$1.67M – – –
IWM
49
IHT Wealth Management
Illinois
$1.64M +$8.11K +312 +0.5%
AM
50
Atwater Malick
Pennsylvania
$1.6M -$80K -3,080 -5%
1
2
3 4 5

IBMM Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2024, worth a combined $362M — down 12% from $413M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 60 trimmed.

The largest buyer was Hills Bank & Trust, adding an estimated $2.21M. The largest seller was Jane Street, cutting an estimated $19.2M.

  • 164 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $362M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2024 and 11 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $2.21M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2024 was Jane Street, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2024.