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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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79 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,125% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $92.5M → $122M (+$29.6M)

8% more funds holding

Funds holding: 73 → 79 (+6)

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
49
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.13M
2
UCFA
United Capital Financial Advisors
Texas
+$4.39M
3
US Bancorp
US Bancorp
Minnesota
+$2.85M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.51M
5
Bank of America
Bank of America
North Carolina
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
2
SEIA
Signature Estate & Investment Advisors
California
-$477K
3
FTUS
Flow Traders U.S.
New York
-$400K
4
Jane Street
Jane Street
New York
-$380K
5
DP
Denver PWM
Colorado
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$372K +$372K +13,713 New
AIP
52
Ameritas Investment Partners
Nebraska
$354K +$16.3K +601 +5%
LPT
53
Legacy Private Trust
Wisconsin
$318K +$69.6K +2,565 +28%
KAS
54
Kestra Advisory Services
Texas
$317K +$317K +11,685 New
Osaic Holdings
55
Osaic Holdings
Arizona
$278K +$49.6K +1,831 +22%
KA
56
Klingman & Associates
New York
$254K – – –
SWM
57
Stockman Wealth Management
Montana
$251K +$251K +9,266 New
ST
58
Spinnaker Trust
Maine
$244K +$245K +9,040 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$241K +$112K +4,132 +87%
1IA
60
1834 Investment Advisors
Wisconsin
$238K +$106K +3,900 +80%
SIC
61
Sigma Investment Counselors
Michigan
$224K +$224K +8,250 New
ACS
62
Archford Capital Strategies
Illinois
$214K -$15.2K -561 -7%
COF
63
Capital One Financial
Virginia
$213K – – –
EPP
64
ETF Portfolio Partners
Kansas
$205K – – –
Citigroup
65
Citigroup
New York
$198K +$198K +7,300 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$152K +$22.7K +837 +18%
GWM
67
Geneos Wealth Management
Colorado
$117K – – –
FRA
68
Front Row Advisors
California
$108K – – –
IA
69
IFP Advisors
Florida
$103K +$103K +3,788 New
SPIA
70
Steward Partners Investment Advisory
New York
$71K – – –
ASN
71
Advisory Services Network
Georgia
$52K +$51.7K +1,905 New
BWL
72
Bogart Wealth LLC
Virginia
$40K – – –
WCG
73
Weaver Consulting Group
California
$33K – – –
RIM
74
Rockbridge Investment Management
New York
$26K – – –
VCM
75
Vigilant Capital Management
Maine
$21K +$4.88K +180 +31%
1 2
3
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IBMM Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2020, worth a combined $122M — up 32% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 6 closed out — a net gain of 6 holders — while 49 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.5M sold.

  • 79 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2020, up from 73 in Q2 2020.
  • Funds reported $122M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $5.13M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2020.