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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

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

156 hedge funds and large institutions have $514M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 33

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $470M → $514M (+$43.7M)

3% more funds holding

Funds holding: 151156 (+5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
76
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.64M +$199K +7,715 +14%
PSIWM
52
Paradigm Strategies in Wealth Management
Minnesota
$1.59M
GFPC
53
Global Financial Private Client
Florida
$1.58M +$722K +27,994 +84%
Creative Planning
54
Creative Planning
Kansas
$1.56M +$522K +20,239 +50%
IA
55
IFP Advisors
Florida
$1.45M -$174K -6,759 -10%
LB
56
Leo Brokerage
Texas
$1.39M +$1.38M +53,572 New
SWMG
57
Signature Wealth Management Group
Georgia
$1.37M +$36.3K +1,406 +3%
SSB
58
Sandy Spring Bank
Maryland
$1.33M +$129K +4,995 +11%
BOPW
59
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$287K -11,120 -19%
RAG
60
RIA Advisory Group
Iowa
$1.19M +$107K +4,162 +10%
SVWAG
61
Sound View Wealth Advisors Group
Georgia
$1.17M -$1.75M -67,908 -60%
DSA
62
Droms Strauss Advisors
Missouri
$1.15M +$164K +6,362 +17%
PPWM
63
PFG Private Wealth Management
Florida
$1.12M +$1.11M +43,136 New
4WM
64
4J Wealth Management
Virginia
$1.11M +$131K +5,060 +13%
SC
65
Savant Capital
Illinois
$1.1M +$704K +27,266 +178%
ANTB
66
AMG National Trust Bank
Colorado
$1.09M
AI
67
Atria Investments
North Carolina
$1.05M +$1.05M +40,599 New
AWS
68
AJ Wealth Strategies
New York
$1M -$32.7K -1,267 -3%
RHP
69
Royal Harbor Partners
Texas
$962K +$75K +2,907 +8%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$958K
SIC
71
Sigma Investment Counselors
Michigan
$956K -$41.3K -1,600 -4%
HW
72
Hedeker Wealth
Illinois
$948K -$479K -18,567 -34%
FAM
73
Forte Asset Management
New York
$916K
Lido Advisors
74
Lido Advisors
California
$900K +$897K +34,770 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$885K +$113K +4,367 +15%

IBMM Hedge Fund Activity: Q1 2023 in Review

156 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q1 2023, worth a combined $514M — up 9.3% from $470M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMM positions and 10 closed out — a net gain of 9 holders — while 76 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 156 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q1 2023, up from 151 in Q4 2022.
  • Funds reported $514M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $10.8M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.