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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

106 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $176M → $186M (+$10.3M)

2% more funds holding

Funds holding: 104106 (+2)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$857K -$67.3K -2,490 -7%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$832K +$51.3K +1,897 +7%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$742K +$8.38K +310 +1%
AIP
54
Ameritas Investment Partners
Nebraska
$677K +$131K +4,860 +24%
EWM
55
Executive Wealth Management
Michigan
$651K -$2.4K -89 -0.4%
Mariner
56
Mariner
Kansas
$647K -$57.5K -2,129 -8%
IWC
57
Integrated Wealth Concepts
Massachusetts
$647K -$7.29K -270 -1%
AFP
58
Ausdal Financial Partners
Iowa
$643K -$21.4K -793 -3%
ST
59
Spinnaker Trust
Maine
$615K +$34K +1,259 +6%
EC
60
Estate Counselors
Wisconsin
$612K -$2.72M -100,605 -82%
CA
61
CGN Advisors
Kansas
$610K +$31.7K +1,174 +5%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$560K +$159K +5,900 +40%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$548K -$15.2K -564 -3%
AWM
64
Altium Wealth Management
New York
$530K +$31.9K +1,179 +6%
PWM
65
Paulson Wealth Management
Illinois
$504K -$3K -111 -0.6%
BPA
66
Beacon Pointe Advisors
California
$422K +$108 +4 +0%
ADL
67
Asset Dedication LLC
California
$409K
BWM
68
BCS Wealth Management
Tennessee
$387K
Osaic Holdings
69
Osaic Holdings
Arizona
$370K +$16.1K +595 +5%
WI
70
WrapManager Inc
California
$342K -$3.51K -130 -1%
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$339K +$340K +12,600 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$301K +$594 +22 +0.2%
FIM
73
Freedom Investment Management
Connecticut
$294K +$294K +10,897 New
SWM
74
Stockman Wealth Management
Montana
$278K
WA
75
Wealthstar Advisors
Texas
$266K +$50K +1,851 +23%

IBMM Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2021, worth a combined $186M — up 5.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Leavell Investment Management, adding an estimated $3.44M. The largest seller was Estate Counselors, cutting an estimated $2.72M.

  • 106 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2021, up from 104 in Q2 2021.
  • Funds reported $186M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2021 was Leavell Investment Management, an estimated $3.44M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2021 was Estate Counselors, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2021.