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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

98 hedge funds and large institutions have $160M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $145M → $160M (+$15.9M)

3% more funds holding

Funds holding: 9598 (+3)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
48
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$634K +$27.8K +1,027 +5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$619K +$148K +5,489 +32%
PWM
53
Paulson Wealth Management
Illinois
$584K -$55.6K -2,055 -9%
CA
54
CGN Advisors
Kansas
$552K +$105K +3,865 +23%
AWM
55
Altium Wealth Management
New York
$515K -$48.7K -1,801 -9%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$506K +$265K +9,794 +110%
AIP
57
Ameritas Investment Partners
Nebraska
$496K +$39.1K +1,444 +9%
BPA
58
Beacon Pointe Advisors
California
$422K +$216 +8 +0.1%
BWM
59
BCS Wealth Management
Tennessee
$387K
ST
60
Spinnaker Trust
Maine
$386K +$135K +4,990 +53%
WI
61
WrapManager Inc
California
$348K -$6.14K -227 -2%
Osaic Holdings
62
Osaic Holdings
Arizona
$319K +$27.5K +1,017 +9%
LPT
63
Legacy Private Trust
Wisconsin
$317K
PA
64
PFG Advisors
Arizona
$310K +$310K +11,467 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$299K -$52.7K -1,948 -15%
DADC
66
D.A. Davidson & Co
Montana
$291K
SWM
67
Stockman Wealth Management
Montana
$279K
ADL
68
Asset Dedication LLC
California
$242K -$204K -7,535 -46%
KA
69
Klingman & Associates
New York
$240K -$13.5K -500 -5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$229K
KAS
71
Kestra Advisory Services
Texas
$226K -$25.2K -930 -10%
5L
72
55I LLC
Massachusetts
$223K +$224K +8,273 New
COF
73
Capital One Financial
Virginia
$212K
BCM
74
Brookstone Capital Management
Illinois
$209K -$974 -36 -0.5%
SPC
75
Sigma Planning Corp
Michigan
$209K +$325 +12 +0.2%

IBMM Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2021, worth a combined $160M — up 11% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBMM positions and 8 closed out — a net gain of 4 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $2.41M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $925K sold.

  • 98 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $160M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2021 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2021 was Leavell Investment Management, an estimated $2.41M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2021 was Capital Directions Investment Advisors, an estimated $925K sold.

Based on aggregated 13F filings for Q1 2021.