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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 $228M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $202M → $228M (+$25.8M)

3% less funds holding

Funds holding: 107104 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
43
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$867K -$220K -8,344 -20%
APA
52
American Portfolios Advisors
New York
$855K
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$773K
IWC
54
Integrated Wealth Concepts
Massachusetts
$744K -$70.2K -2,663 -9%
CDIA
55
Capital Directions Investment Advisors
Georgia
$735K -$75.2K -2,852 -9%
AIP
56
Ameritas Investment Partners
Nebraska
$723K +$8.73K +331 +1%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$713K -$164K -6,209 -18%
BPA
58
Beacon Pointe Advisors
California
$640K +$286K +10,860 +79%
EWM
59
Executive Wealth Management
Michigan
$631K +$738 +28 +0.1%
AFP
60
Ausdal Financial Partners
Iowa
$617K -$4.56K -173 -0.7%
AWM
61
Altium Wealth Management
New York
$562K +$50.8K +1,928 +10%
PA
62
PFG Advisors
Arizona
$533K -$228K -8,652 -30%
SVWAG
63
Sound View Wealth Advisors Group
Georgia
$504K +$108K +4,089 +27%
CA
64
CGN Advisors
Kansas
$490K -$197K -7,457 -28%
Osaic Holdings
65
Osaic Holdings
Arizona
$447K +$76.4K +2,896 +20%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$443K -$189K -7,182 -30%
NA
67
NewEdge Advisors
Louisiana
$393K +$399K +15,118 New
FAFN
68
First Affirmative Financial Network
Colorado
$391K +$12.9K +489 +3%
ASN
69
Advisory Services Network
Georgia
$385K +$264 +10 +0.1%
BWM
70
BCS Wealth Management
Tennessee
$373K
ADL
71
Asset Dedication LLC
California
$353K
WA
72
Wealthstar Advisors
Texas
$353K
WI
73
WrapManager Inc
California
$325K -$5.83K -221 -2%
ACS
74
Archford Capital Strategies
Illinois
$315K +$62.2K +2,358 +24%
MML Investors Services
75
MML Investors Services
Massachusetts
$303K +$307K +11,659 New

IBMM Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2022, worth a combined $228M — up 13% from $202M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBMM and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 43 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $42.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 104 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $228M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $42.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2022.