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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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133 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $315M → $340M (+$25M)

6% more funds holding

Funds holding: 126 → 133 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$44.1M
2
SL
Salomon & Ludwin
Virginia
+$11.1M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.17M
4
OMC
Old Mission Capital
Illinois
+$4.22M
5
RCA
Resonant Capital Advisors
Wisconsin
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$10.9M
2
ACIM
Azimuth Capital Investment Management
Michigan
-$2.82M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.16M
4
P
Paradiem
Louisiana
-$1.59M
5
FTUS
Flow Traders U.S.
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
51
AMG National Trust Bank
Colorado
$1.07M – – –
REMPR
52
Roof Eidam Maycock Peralta (REMP)
California
$1.06M – – –
SWMG
53
Signature Wealth Management Group
Georgia
$1.05M +$522K +20,142 +95%
SSB
54
Sandy Spring Bank
Maryland
$1.05M -$3.76K -145 -0.4%
NWM
55
Northcape Wealth Management
New York
$1.04M -$476K -18,358 -31%
AWS
56
AJ Wealth Strategies
New York
$1.02M – – –
FCA
57
FinTrust Capital Advisors
South Carolina
$970K +$983K +37,924 New
SIC
58
Sigma Investment Counselors
Michigan
$944K +$6.48K +250 +0.7%
DSA
59
Droms Strauss Advisors
Missouri
$940K +$446K +17,203 +87%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$929K +$943K +36,404 New
Osaic Holdings
61
Osaic Holdings
Arizona
$928K +$48.2K +1,859 +5%
BSAM
62
Blue Square Asset Management
New York
$923K – – –
FAM
63
Forte Asset Management
New York
$903K – – –
PWS
64
Peloton Wealth Strategists
Indiana
$872K -$13K -500 -1%
PTC
65
Private Trust Company
Ohio
$867K -$18.1K -697 -2%
GFPC
66
Global Financial Private Client
Florida
$828K +$246K +9,492 +41%
CG
67
Colony Group
Massachusetts
$799K +$811K +31,312 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$787K – – –
4WM
69
4J Wealth Management
Virginia
$779K -$107K -4,120 -12%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$759K – – –
WHCI
71
W.H. Cornerstone Investments
Massachusetts
$744K +$753K +29,068 New
CDIA
72
Capital Directions Investment Advisors
Georgia
$721K -$733K -28,286 Closed
IWC
73
Integrated Wealth Concepts
Massachusetts
$697K +$64.2K +2,476 +10%
VA
74
Valmark Advisers
Ohio
$684K -$34.4K -1,326 -5%
TWA
75
Tillar-Wenstrup Advisors
Ohio
$669K -$161K -6,200 -19%
1 2
3
4 5

IBMM Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q3 2022, worth a combined $340M — up 7.9% from $315M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBMM positions and 8 closed out — a net gain of 9 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $44.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $10.9M.

  • 133 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $340M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $44.1M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.