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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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63 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $53.5M → $74.2M (+$20.7M)

31% more funds holding

Funds holding: 48 → 63 (+15)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
6
Closed
2
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
+$2.81M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.28M
3
Jane Street
Jane Street
New York
+$2.02M
4
Wells Fargo
Wells Fargo
California
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$217K
2
BCA
Bay Colony Advisors
Massachusetts
-$160K
3
CIM
Confluence Investment Management
Missouri
-$89.9K
4
DP
Denver PWM
Colorado
-$53.1K
5
WI
WrapManager Inc
California
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
51
Valmark Advisers
Ohio
$204K +$204K +7,734 New
EPP
52
ETF Portfolio Partners
Kansas
$200K +$200K +7,570 New
FCA
53
FinTrust Capital Advisors
South Carolina
$164K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$138K -$10.2K -386 -7%
GWM
55
Geneos Wealth Management
Colorado
$80K +$80.5K +3,048 New
SPIA
56
Steward Partners Investment Advisory
New York
$69K – – –
WCG
57
Weaver Consulting Group
California
$66K – – –
1IA
58
1834 Investment Advisors
Wisconsin
$55K +$23.1K +875 +73%
AIC
59
Ameritas Investment Company
Nebraska
$53K – – –
ASN
60
Advisory Services Network
Georgia
$50K +$50.3K +1,905 New
AF
61
Advisornet Financial
Minnesota
$16K +$5.28K +200 +50%
BlackRock
62
BlackRock
New York
$4K – – –
VCM
63
Vigilant Capital Management
Maine
$4K +$4.49K +170 New
DP
64
Denver PWM
Colorado
– -$53.1K -2,015 Closed
BEI
65
Benjamin Edwards Inc
Missouri
– -$2K -70 Closed
1 2
3

IBMM Hedge Fund Activity: Q4 2019 in Review

63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2019, worth a combined $74.2M — up 39% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 2 closed out — a net gain of 15 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Estate Counselors, opening a new position worth an estimated $2.81M. The largest seller was UBS Group, cutting an estimated $217K.

  • 63 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $74.2M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2019, up 39% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2019 and 2 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2019 was Estate Counselors, an estimated $2.81M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2019 was UBS Group, an estimated $217K sold.

Based on aggregated 13F filings for Q4 2019.