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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

73 hedge funds and large institutions have $92.5M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 6873 (+5)

3% more capital invested

Capital invested by funds: $89.6M → $92.5M (+$2.87M)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$228K +$225K +8,465 New
Osaic Holdings
52
Osaic Holdings
Arizona
$227K
DP
53
Denver PWM
Colorado
$222K +$219K +8,244 New
COF
54
Capital One Financial
Virginia
$212K
EPP
55
ETF Portfolio Partners
Kansas
$204K +$201K +7,570 New
ADL
56
Asset Dedication LLC
California
$188K -$125K -4,687 -40%
FCA
57
FinTrust Capital Advisors
South Carolina
$168K
OPS
58
Orion Portfolio Solutions
Nebraska
$161K
1IA
59
1834 Investment Advisors
Wisconsin
$131K +$74.3K +2,790 +134%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$129K +$52.9K +1,986 +71%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$128K -$12.6K -472 -9%
GWM
62
Geneos Wealth Management
Colorado
$116K +$33.7K +1,267 +42%
FRA
63
Front Row Advisors
California
$108K +$53.2K +2,000 +100%
SPIA
64
Steward Partners Investment Advisory
New York
$71K
BWL
65
Bogart Wealth LLC
Virginia
$41K +$40.1K +1,506 New
WCG
66
Weaver Consulting Group
California
$33K
RIM
67
Rockbridge Investment Management
New York
$26K +$25.3K +950 New
VCM
68
Vigilant Capital Management
Maine
$16K +$3.06K +115 +24%
EIP
69
Ellis Investment Partners
Pennsylvania
$13K +$13.3K +501 New
PA
70
Procyon Advisors
Connecticut
$9K
BEI
71
Benjamin Edwards Inc
Missouri
$4K -$612 -23 -15%
BlackRock
72
BlackRock
New York
$4K
TF
73
TimeScale Financial
Massachusetts
$3K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$1.53M -58,497 Closed
LF
75
LifeSteps Financial
California
-$804K -30,747 Closed

IBMM Hedge Fund Activity: Q2 2020 in Review

73 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2020, worth a combined $92.5M — up 3.2% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBMM positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was US Bancorp, opening a new position worth an estimated $3.37M. The largest seller was Jane Street, cutting an estimated $8.8M.

  • 73 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2020, up from 68 in Q1 2020.
  • Funds reported $92.5M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2020, up 3.2% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2020 was US Bancorp, an estimated $3.37M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2020 was Jane Street, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2020.