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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

95 hedge funds and large institutions have $145M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

20% more funds holding

Funds holding: 7995 (+16)

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.5M)

Holders
95
Holders Change
+16
Holders Change %
+20.25%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$594K +$594K +21,937 New
AWM
52
Altium Wealth Management
New York
$565K -$108K -3,997 -16%
Jane Street
53
Jane Street
New York
$482K -$1.46M -53,843 -75%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$472K +$26.1K +966 +6%
AIP
55
Ameritas Investment Partners
Nebraska
$459K +$105K +3,875 +30%
CA
56
CGN Advisors
Kansas
$450K +$449K +16,596 New
ADL
57
Asset Dedication LLC
California
$446K
BPA
58
Beacon Pointe Advisors
California
$422K +$487 +18 +0.1%
BWM
59
BCS Wealth Management
Tennessee
$389K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$361K +$361K +13,342 New
WI
61
WrapManager Inc
California
$355K -$146K -5,400 -29%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$353K +$353K +13,032 New
LPT
63
Legacy Private Trust
Wisconsin
$318K
DADC
64
D.A. Davidson & Co
Montana
$292K +$291K +10,763 New
Osaic Holdings
65
Osaic Holdings
Arizona
$291K +$13.9K +513 +5%
SWM
66
Stockman Wealth Management
Montana
$280K +$28.8K +1,063 +11%
KA
67
Klingman & Associates
New York
$254K
KAS
68
Kestra Advisory Services
Texas
$252K -$64.8K -2,393 -20%
ST
69
Spinnaker Trust
Maine
$252K +$7.98K +295 +3%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$242K +$1.27K +47 +0.5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$230K +$229K +8,480 New
ACS
72
Archford Capital Strategies
Illinois
$225K +$10.7K +394 +5%
CIC
73
Carnegie Investment Counsel
Ohio
$215K +$215K +7,950 New
COF
74
Capital One Financial
Virginia
$213K
BCM
75
Brookstone Capital Management
Illinois
$211K +$210K +7,777 New

IBMM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2020, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBMM positions and 2 closed out — a net gain of 16 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Azimuth Capital Management, opening a new position worth an estimated $3.53M. The largest seller was Jane Street, cutting an estimated $1.46M.

  • 95 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $145M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2020 and 2 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2020 was Azimuth Capital Management, an estimated $3.53M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2020 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2020.