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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

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126 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

38% more capital invested

Capital invested by funds: $228M → $315M (+$87.6M)

21% more funds holding

Funds holding: 104 → 126 (+22)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
46
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$11.4M
2
Bank of America
Bank of America
North Carolina
+$7.96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.6M
4
GT
Glenview Trust
Kentucky
+$7.59M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$41.6M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.7M
4
CIM
Confluence Investment Management
Missouri
-$916K
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$1.08M – – –
SSB
52
Sandy Spring Bank
Maryland
$1.07M -$44.3K -1,715 -4%
AWS
53
AJ Wealth Strategies
New York
$1.04M +$1.04M +40,073 New
PSIWM
54
Paradigm Strategies in Wealth Management
Minnesota
$1.03M – – –
VNB
55
Virginia National Bank
Virginia
$992K – – –
Creative Planning
56
Creative Planning
Kansas
$963K +$95.2K +3,684 +11%
SIC
57
Sigma Investment Counselors
Michigan
$956K – – –
BSAM
58
Blue Square Asset Management
New York
$941K +$935K +36,179 New
ST
59
Spinnaker Trust
Maine
$932K -$33.6K -1,300 -3%
FAM
60
Forte Asset Management
New York
$920K +$915K +35,400 New
PWS
61
Peloton Wealth Strategists
Indiana
$902K -$51.7K -2,000 -5%
PTC
62
Private Trust Company
Ohio
$902K +$896K +34,689 New
4WM
63
4J Wealth Management
Virginia
$901K +$896K +34,668 New
Osaic Holdings
64
Osaic Holdings
Arizona
$897K +$444K +17,167 +99%
Stifel Financial
65
Stifel Financial
Missouri
$874K -$1.7M -65,785 -66%
TWA
66
Tillar-Wenstrup Advisors
Ohio
$843K +$838K +32,436 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$802K +$797K +30,841 New
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$773K – – –
CDIA
69
Capital Directions Investment Advisors
Georgia
$735K – – –
VA
70
Valmark Advisers
Ohio
$732K -$200K -7,724 -22%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$727K +$282K +10,927 +64%
IWC
72
Integrated Wealth Concepts
Massachusetts
$646K -$97.4K -3,769 -13%
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$639K +$134K +5,197 +27%
AIP
74
Ameritas Investment Partners
Nebraska
$617K -$106K -4,099 -15%
GFPC
75
Global Financial Private Client
Florida
$597K +$593K +22,955 New
1 2
3
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IBMM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q2 2022, worth a combined $315M — up 38% from $228M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBMM positions and 6 closed out — a net gain of 23 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $41.6M.

  • 126 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $315M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q2 2022, up 38% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q2 2022 was NewEdge Advisors, an estimated $11.4M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.