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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

107 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $186M → $202M (+$15.5M)

1% more funds holding

Funds holding: 106107 (+1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
57
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$902K +$73.5K +2,736 +9%
APA
52
American Portfolios Advisors
New York
$882K +$21.8K +810 +3%
IWC
53
Integrated Wealth Concepts
Massachusetts
$839K +$195K +7,269 +30%
CDIA
54
Capital Directions Investment Advisors
Georgia
$835K -$80.3K -2,990 -9%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$798K +$240K +8,950 +43%
PA
56
PFG Advisors
Arizona
$782K -$117K -4,364 -13%
AIP
57
Ameritas Investment Partners
Nebraska
$737K +$62.9K +2,341 +9%
CA
58
CGN Advisors
Kansas
$706K +$98.6K +3,669 +16%
ST
59
Spinnaker Trust
Maine
$662K +$49.8K +1,855 +8%
EWM
60
Executive Wealth Management
Michigan
$650K +$1.69K +63 +0.3%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$650K +$104K +3,875 +19%
AFP
62
Ausdal Financial Partners
Iowa
$641K +$1.02K +38 +0.2%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$631K -$76.8K -2,858 -11%
AWM
64
Altium Wealth Management
New York
$528K
OMC
65
Old Mission Capital
Illinois
$454K +$455K +16,944 New
SVWAG
66
Sound View Wealth Advisors Group
Georgia
$410K +$72K +2,681 +21%
ASN
67
Advisory Services Network
Georgia
$397K +$398K +14,803 New
FAFN
68
First Affirmative Financial Network
Colorado
$391K +$391K +14,565 New
Osaic Holdings
69
Osaic Holdings
Arizona
$388K +$19.9K +740 +5%
BWM
70
BCS Wealth Management
Tennessee
$385K
FTUS
71
Flow Traders U.S.
New York
$378K +$124K +4,614 +49%
BPA
72
Beacon Pointe Advisors
California
$369K -$51K -1,897 -12%
ADL
73
Asset Dedication LLC
California
$364K -$42.7K -1,591 -10%
WA
74
Wealthstar Advisors
Texas
$364K +$99.8K +3,714 +38%
WI
75
WrapManager Inc
California
$341K

IBMM Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2021, worth a combined $202M — up 8.3% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 8 closed out — a net gain of 1 holder — while 57 added to existing stakes and 21 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $2.86M. The largest seller was Jane Street, cutting an estimated $951K.

  • 107 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $202M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2021 was Legacy Private Trust, an estimated $2.86M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2021.