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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

151 hedge funds and large institutions have $470M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

97% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 34

38% more capital invested

Capital invested by funds: $340M → $470M (+$130M)

14% more funds holding

Funds holding: 133151 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
151
Holders Change
+18
Holders Change %
+13.53%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
67
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.44M +$1.43M +55,802 New
HW
52
Hedeker Wealth
Illinois
$1.42M +$1.42M +55,230 New
Jane Street
53
Jane Street
New York
$1.33M -$525K -20,465 -28%
SWMG
54
Signature Wealth Management Group
Georgia
$1.33M +$263K +10,261 +25%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.27M +$330K +12,843 +35%
SSB
56
Sandy Spring Bank
Maryland
$1.19M +$134K +5,220 +13%
ANTB
57
AMG National Trust Bank
Colorado
$1.08M
RAG
58
RIA Advisory Group
Iowa
$1.03M +$1.07M +41,651 New
Creative Planning
59
Creative Planning
Kansas
$1.03M -$273K -10,629 -21%
AWS
60
AJ Wealth Strategies
New York
$1.03M
SIC
61
Sigma Investment Counselors
Michigan
$992K +$38.9K +1,515 +4%
DSA
62
Droms Strauss Advisors
Missouri
$981K +$28.4K +1,105 +3%
4WM
63
4J Wealth Management
Virginia
$976K +$188K +7,342 +24%
BSAM
64
Blue Square Asset Management
New York
$958K +$26.4K +1,030 +3%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$954K -$115K -4,500 -11%
FAM
66
Forte Asset Management
New York
$912K
RHP
67
Royal Harbor Partners
Texas
$883K +$299K +11,662 +52%
PWS
68
Peloton Wealth Strategists
Indiana
$881K
SBL
69
Sargent Bickham Lagudis
Colorado
$880K +$877K +34,170 New
CIM
70
Confluence Investment Management
Missouri
$865K -$4.05M -158,006 -82%
GFPC
71
Global Financial Private Client
Florida
$857K +$21K +818 +3%
ASN
72
Advisory Services Network
Georgia
$824K +$439K +17,120 +115%
NWM
73
Northcape Wealth Management
New York
$823K -$231K -8,992 -22%
APP
74
Avantax Planning Partners
Iowa
$795K +$792K +30,877 New
LIA
75
LBMC Investment Advisors
Tennessee
$773K +$424K +16,534 +122%

IBMM Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2022, worth a combined $470M — up 38% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBMM positions and 8 closed out — a net gain of 20 holders — while 67 added to existing stakes and 34 trimmed.

The largest buyer was Colony Group, adding an estimated $73.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $43.9M.

  • 151 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $470M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2022 and 8 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2022 was Colony Group, an estimated $73.6M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.