We are live on ! Find out more
IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

104 hedge funds and large institutions have $176M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $160M → $176M (+$15.5M)

6% more funds holding

Funds holding: 98104 (+6)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$721K +$721K +26,703 New
Mariner
52
Mariner
Kansas
$705K -$22.7K -842 -3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$704K -$12.3K -456 -2%
PA
54
PFG Advisors
Arizona
$691K +$382K +14,152 +123%
AFP
55
Ausdal Financial Partners
Iowa
$666K +$31.5K +1,166 +5%
IWC
56
Integrated Wealth Concepts
Massachusetts
$656K +$17.7K +657 +3%
EWM
57
Executive Wealth Management
Michigan
$655K -$405 -15 -0.1%
ST
58
Spinnaker Trust
Maine
$582K +$196K +7,244 +51%
CA
59
CGN Advisors
Kansas
$580K +$27.4K +1,016 +5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$565K -$53.9K -1,997 -9%
AIP
61
Ameritas Investment Partners
Nebraska
$548K +$51.6K +1,911 +10%
PWM
62
Paulson Wealth Management
Illinois
$508K -$74.3K -2,751 -13%
AWM
63
Altium Wealth Management
New York
$499K -$15.2K -561 -3%
BPA
64
Beacon Pointe Advisors
California
$422K +$297 +11 +0.1%
ADL
65
Asset Dedication LLC
California
$410K +$170K +6,278 +70%
CFMC
66
Curbstone Financial Management Corp
New Hampshire
$402K +$402K +14,900 New
BWM
67
BCS Wealth Management
Tennessee
$387K
Osaic Holdings
68
Osaic Holdings
Arizona
$356K +$36.9K +1,366 +12%
WI
69
WrapManager Inc
California
$347K -$1.49K -55 -0.4%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$301K +$2.35K +87 +0.8%
Citigroup
71
Citigroup
New York
$294K +$97.2K +3,600 +49%
SWM
72
Stockman Wealth Management
Montana
$279K
ACS
73
Archford Capital Strategies
Illinois
$261K +$262K +9,685 New
CSPAM
74
Cary Street Partners Asset Management
Virginia
$248K -$1.57M -58,289 -86%
5L
75
55I LLC
Massachusetts
$241K +$17.5K +648 +8%

IBMM Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2021, worth a combined $176M — up 9.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBMM positions and 5 closed out — a net gain of 6 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.98M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $2.5M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2021, up from 98 in Q1 2021.
  • Funds reported $176M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2021, up 9.7% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2021 was Jane Street, an estimated $2.98M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2021 was Signature Estate & Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.