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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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1 hedge funds and large institutions have $940K invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 156 → 1 (-155)

100% less capital invested

Capital invested by funds: $311M → $940K (-$310M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 151

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-155
Holders Change %
-99.36%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
151
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$40.7M
2
NA
NewEdge Advisors
Louisiana
-$13.8M
3
US Bancorp
US Bancorp
Minnesota
-$13.6M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
UBS Group
UBS Group
Switzerland
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
– -$3.37M -129,198 Closed
P
27
Paradiem
Louisiana
– -$3.28M -125,678 Closed
SVWAG
28
Sound View Wealth Advisors Group
Georgia
– -$3.27M -125,369 Closed
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$3.21M -123,086 Closed
SPA
30
Sentinel Pension Advisors
Massachusetts
– -$2.98M -114,275 Closed
CTC
31
Central Trust Company
Missouri
– -$2.82M -108,124 Closed
KCM
32
Kathmere Capital Management
Pennsylvania
– -$2.79M -106,846 Closed
SCG
33
Sonata Capital Group
Washington
– -$2.79M -106,720 Closed
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
– -$2.63M -100,845 Closed
LIA
35
LBMC Investment Advisors
Tennessee
– -$2.59M -99,407 Closed
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
– -$2.55M -97,560 Closed
PA
37
PSI Advisors
Florida
– -$2.45M -93,919 Closed
Ameriprise
38
Ameriprise
Minnesota
– -$2.41M -92,428 Closed
VA
39
Valmark Advisers
Ohio
– -$2.4M -92,108 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– -$2.4M -92,061 Closed
UCFA
41
United Capital Financial Advisors
Texas
– -$2.21M -84,658 Closed
TWP
42
Triad Wealth Partners
Kansas
– -$2.01M -77,100 Closed
Lido Advisors
43
Lido Advisors
California
– -$1.89M -72,556 Closed
Mariner
44
Mariner
Kansas
– -$1.85M -71,054 Closed
Jane Street
45
Jane Street
New York
– -$1.79M -68,484 Closed
IWM
46
IHT Wealth Management
Illinois
– -$1.66M -63,415 Closed
AM
47
Atwater Malick
Pennsylvania
– -$1.65M -63,260 Closed
PFM
48
Phillips Financial Management
Indiana
– -$1.64M -62,891 Closed
AI
49
Atria Investments
North Carolina
– -$1.34M -51,178 Closed
SWMG
50
Signature Wealth Management Group
Georgia
– -$1.3M -49,956 Closed
1
2
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IBMM Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2024, worth a combined $940K — down 100% from $311M a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of IBMM and 0 opened new positions — a net loss of 151 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $40.7M sold.

  • 1 institutional investor held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2024, down from 156 in Q3 2024.
  • Funds reported $940K of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2024 and 151 closed out, a net change of -151 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2024 was Bank of America, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2024.